SMS for financial companies: how to apply?
Posted: Thu Apr 17, 2025 10:30 am
The use of SMS by financial companies offers a series of benefits in terms of agility, savings and effectiveness in communicating with customers.
With open rates reaching 98%, SMS ensures that important messages — such as payment notifications, due date notices or transaction alerts — are quickly viewed.
In the collection area, SMS is an interesting tool: it allows you to send friendly reminders in an automated and personalized way , reducing the embarrassment of calls and increasing the chances of credit recovery.
Furthermore, the low cost per shipment and the possibility of integration with financial systems make the process more scalable and economical.
And of course, in today's article, we'll talk more about how SMS works for financial companies, comes with Disparo Pro .
How to use SMS triggering for financial companies?
SMS sending is an affordable tool for financial companies rcs data iran that want to improve their communication with customers. It can be used for different purposes : from quick notifications to relationship and collection actions .
In practice, companies can use SMS to send due date reminders, confirm receipt of payments, alert about suspicious transactions, send receipts, notify about contractual changes or internal policies, publicize credit or investment offers, and much more.
All of this can be done automatically, using specialized platforms such as Disparo Pro, which allows mass sending, campaign scheduling and monitoring of results in real time.
Another important point is that SMS is integrated with financial systems, CRMs or ERPs, ensuring that the sending of messages is aligned with customer data and the moment of the journey in which they are.
The message must always be objective, with personalized language, respecting Anatel standards and offering the option to opt-out. Furthermore, since it does not depend on an internet connection, the SMS arrives directly to the customer's cell phone.
What are the main benefits of SMS for financial companies?
SMS offers a series of benefits to financial companies, making it one of the most recommended communication channels. Among the main ones, we can highlight:
1. Agility in communication
SMS enables instant messaging, which is essential for the financial sector, which often deals with urgent transactions, payment reminders or security warnings.
Delivery is made within seconds, and reading usually occurs almost immediately after receipt.
2. Cost reduction
Compared to phone calls, sending letters or emails with low opening rates, SMS has a much lower cost per contact and does not require a dedicated service structure for repetitive tasks.
3. High open rate
Studies show that SMS has an open rate of over 90%. This rate is much higher than that of email marketing , for example, ensuring that the message actually reaches the customer.
4. Support for debt collection and recovery
Sending payment reminders, due date notices and late payment notifications via SMS is a discreet way of collecting payments without embarrassing the customer.
5. Improved customer relationships
Using SMS strategically, with useful and well-programmed messages, helps keep the customer informed, valued and well served.
6. Sustainability and practicality
Without the need for paper, printing or travel, SMS is also a sustainable alternative and aligned with the demands for digital processes in the financial sector.
Unlike phone calls, which often cause discomfort, SMS is more objective and less invasive . In addition, it offers the possibility of including direct links to bills or customer service channels, making the action faster and increasing the chances of immediate payment.
With open rates reaching 98%, SMS ensures that important messages — such as payment notifications, due date notices or transaction alerts — are quickly viewed.
In the collection area, SMS is an interesting tool: it allows you to send friendly reminders in an automated and personalized way , reducing the embarrassment of calls and increasing the chances of credit recovery.
Furthermore, the low cost per shipment and the possibility of integration with financial systems make the process more scalable and economical.
And of course, in today's article, we'll talk more about how SMS works for financial companies, comes with Disparo Pro .
How to use SMS triggering for financial companies?
SMS sending is an affordable tool for financial companies rcs data iran that want to improve their communication with customers. It can be used for different purposes : from quick notifications to relationship and collection actions .
In practice, companies can use SMS to send due date reminders, confirm receipt of payments, alert about suspicious transactions, send receipts, notify about contractual changes or internal policies, publicize credit or investment offers, and much more.
All of this can be done automatically, using specialized platforms such as Disparo Pro, which allows mass sending, campaign scheduling and monitoring of results in real time.
Another important point is that SMS is integrated with financial systems, CRMs or ERPs, ensuring that the sending of messages is aligned with customer data and the moment of the journey in which they are.
The message must always be objective, with personalized language, respecting Anatel standards and offering the option to opt-out. Furthermore, since it does not depend on an internet connection, the SMS arrives directly to the customer's cell phone.
What are the main benefits of SMS for financial companies?
SMS offers a series of benefits to financial companies, making it one of the most recommended communication channels. Among the main ones, we can highlight:
1. Agility in communication
SMS enables instant messaging, which is essential for the financial sector, which often deals with urgent transactions, payment reminders or security warnings.
Delivery is made within seconds, and reading usually occurs almost immediately after receipt.
2. Cost reduction
Compared to phone calls, sending letters or emails with low opening rates, SMS has a much lower cost per contact and does not require a dedicated service structure for repetitive tasks.
3. High open rate
Studies show that SMS has an open rate of over 90%. This rate is much higher than that of email marketing , for example, ensuring that the message actually reaches the customer.
4. Support for debt collection and recovery
Sending payment reminders, due date notices and late payment notifications via SMS is a discreet way of collecting payments without embarrassing the customer.
5. Improved customer relationships
Using SMS strategically, with useful and well-programmed messages, helps keep the customer informed, valued and well served.
6. Sustainability and practicality
Without the need for paper, printing or travel, SMS is also a sustainable alternative and aligned with the demands for digital processes in the financial sector.
Unlike phone calls, which often cause discomfort, SMS is more objective and less invasive . In addition, it offers the possibility of including direct links to bills or customer service channels, making the action faster and increasing the chances of immediate payment.