SMS for finance hero image showing examples of text messages used in finance including for account verification and loan approval alerts, on a background of skyscrapers
Industries Financial Services

SMS that’s built for the finance industry

From sensitive account alerts to loan or account applications, your finance clients expect instant and secure communication. ClickSend is the trusted SMS platform for the finance industry. You can deliver critical messages that build trust and get your clients to take action, whether you’re a lender, investment firm, financial advisor or Fintech business.

Or if you're a developer read our API docs.

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Missed messages are missed opportunities

You can't rely on email for time-sensitive information, and phone calls don't scale. You need a communication channel that is secure, reliable, and immediate for the nitty-gritty work that keeps your business running.

ClickSend is the solution. Send payment reminders, application status updates, appointment confirmations, and two-factor authentication codes with an SMS service built for the security and compliance demands of the financial industry. It's the direct line to your clients for the moments that matter.

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Communicate with confidence and compliance

Protect your clients and your business with a platform built for security:

  • Secure every login. Use two-factor authentication (2FA) and one-time passcodes (OTP) for secure account access.
  • Prevent fraud. Send real-time transaction alerts and security notifications to keep clients safe.
  • Meet global standards. Our platform adheres to local and global compliance measures to ensure your messages are delivered securely and responsibly.
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Strengthen investor and client relationships

Build lasting trust with proactive and personal communication that shows you value your clients' time:

  • Eliminate no-shows. Send automated appointment reminders for client meetings and consultations.
  • Share timely updates. Instantly notify clients about market changes, portfolio updates, or new opportunities.
  • Nurture and follow-up. Automate client follow-ups and information requests to keep relationships warm.
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Streamline the entire lending cycle

Keep your clients informed and reduce administrative overhead at every stage:

  • Accelerate applications. Send instant updates on application status and requests for missing documents.
  • Never miss a payment. Automate billing reminders and confirmations to improve your collection rates.
  • Manage collections effectively. Send discreet broken-payment follow-ups to get accounts back on track.

It is exactly what we needed and is excellent value

I have been wanting to start text reminders for a while now; this was recommended to me by a business friend. It is exactly what we needed and is excellent value, easy to use and navigate. I'm very happy.”

A very simple set up allows us to text right from our software

We use this to better communicate with our clients. We chase them for paperwork for their loan processing. The text has really helped us get a better response from all of our clients. A very simple set up allows us to text right from our software without any API. We simply email to text. Good service. Thank you!”

Their customer service has always been excellent

I’ve been using this company to send SMS directly through email, and it works flawlessly. Their customer service has always been excellent, and now with 24/7 live chat support, it’s even better. The admin portal offers plenty of configuration options, making it really flexible and easy to manage.”

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Automate your appointments

See how easy it is to set up automated appointment reminders and reduce costly no-shows.

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Security you can bank on

Protect client accounts from fraud with SMS. Build with our API to send security codes for logins and transactions.

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Send secure bulk notifications

Need to update your entire client list at once? Learn how to send thousands of secure messages in minutes.

Build client trust with every message

Join over 90,000 organisations, including financial firms, sending billions of messages around the world. Get started with a trial.

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