SMS templates for Fintech
Engage your fintech customers more effectively
The fintech industry is under constant pressure to deliver an efficient and mobile-first customer experience, which is critical to maintaining the trust of customers. Enter SMS with a high 98% open rate - one of the most effective ways to keep customers informed on time-sensitive and important updates while allowing them to receive customer support in real-time.
Here are some SMS templates that you can use to communicate with your customers:
Payment reminders
Appointment reminders
Banking and activity notifications
Promotions
It is not at all unusual for customers to forget to make payment for their bills, which is why sending them a reminder can be extremely effective. In fact, SMS payment reminders improve on-time loan payments by an impressive 7-9%.
Go ahead to send reminder messages to keep your customers up to date on their payments so that they are not penalized with additional charges - they would appreciate you for it!
Hi {{FirstName}},
Your monthly invoice for account {{Account Number}} is ready. Please log onto your account to view and make a payment: {{Link}}
Your next payment is due on {{TimeStamp}}. Please make payment before the due date to avoid late fees. Call us at {{Number}} if you have any questions.
There is an outstanding balance of {{Amount}} on account {{Account Number}}. Please log onto your account to make a payment: {{Link}}
Businesses with over $120k in annual revenue lose more than $26k every year due to missed appointments. Thankfully, this can be easily mediated with the power of an appointment reminder SMS - no-shows have been reduced by 40%, and less than 5% of scheduled appointments are canceled after receiving a text reminder.
Your appointment on {{Date}} at {{Time}} is coming up. View the details of your booking here: {{Link}}.
If you wish to reschedule or change your appointment, you may do so here: {{Link}}
Your appointment on {{Date}} at {{Time}} is confirmed. View the details of your booking here: {{Link}}.
You missed your appointment at {{Time}} today. We hope everything is alright! You may reschedule your appointment here: {{Link}}.
Sending customers real-time transactional SMS is the best way to keep them updated on activities associated with their accounts. Be it automated alerts on successful payment transfers or account activity made from an unknown device, customers will be able to take quick action if necessary.
These SMS notifications are also an efficient way to minimize fraudulent activities and increase customer trust.
Successful payment: Your transfer {{TransferAmount}} from {{AccountNumber}} to {{RecipientAccountNumber}} on {{TimeStamp}} was successful. If unauthorized, please contact us at {{Number}}.
Unsuccessful payment: Your transfer {{TransferAmount}} from {{AccountNumber}} to {{RecipientAccountNumber}} on {{TimeStamp}} was unsuccessful. Please log onto your account to resolve the issue: {{Link}}
We’ve detected unusual activity in your account. If this was not you, please call us back at {{Number}} as soon as possible. Find out more by logging into your account: {{Link}}
Successful deposit: A deposit of {{Amount}} has been received in your account {{AccountNumber}} on {{TimeStamp}}. Thank you.
This is to verify that you updated the mailing address on your account {{Account Number}}. If this was not you, please contact us at {{Number}}.
SMS can also be used to promote new products and services, or to inform your customers about special offers. It’s time to get creative with ways to hook your customers - or choose one of the suggestions we provided!
We’d like to thank you for being a valued customer by extending a special offer to you! You’ve been approved to enjoy a new promo interest rate for your card {{AccountNumber}}. Visit {{WebsiteLink}} for more details.
To unsubscribe, reply {{UnsubscribeKey}}
Enjoy ${{DiscountAmount}} off with min. $100 spend at {{BusinessName}} from now till {{Date}}! T&C applies.
Enjoy interest rates of up to 3% on your savings when you open an {{PromoAccount}} account. Visit {{WebsiteLink}} for more details.
