Sales messaging
for Lenders
- ● Reach a wider audience and achieve a higher response rate with text automation
- ● Progress loan applications faster
- ● Enhance customer experience
Why Choose WhatsApp for Lenders
- ● Reach customers where they are: Automate borrower loan updates, send loan amounts and mortgage rates via SMS or WhatsApp
- ● Personalise messages: using customer data and merge fields deliver tailored messages at the right touchpoints
- ● Never miss an enquiry: AI agents can answer common queries reducing workload for busy sales teams
Integrate AI SMS into your existing processes and provide updates on accounts, transactions, and fraud alerts all within Salesforce. Increase leads and improve customer engagement with marketing campaigns, personalised offers and service updates. Our sales messaging app ensures compliant, trackable messaging, personalised for your business.
One Salesforce SMS app, multiple ways to send
Send one-to-one messages to your contacts, leads and customers directly from the tool you know best
Utilise SMS to send one-to-one messages to your contacts, leads and customers.
Send bulk messages to leads providing offers or as part of an outreach campaign
Never miss an opportunity, integrate SMS into your outreach campaign to deliver higher response rates.
Automate responses to common questions using AI Agentforce saving time for busy teams.
AI SMS APP Features
Beginning-to-End Processes, Simplified:
From loan applications to fraud alerts, communication is made simple when you send SMS from Salesforce. Integrate with existing AI Agents to send loan amounts and answer queries via SMS automatically.
Superior Data Management:
Use customer data to deliver personalised sales messaging, increasing response rate and progressing applications faster.
Simplify with AI:
Automate your business SMS messaging with AI agents. Reduce workloads for busy teams by resolving common queries with AI response handling.
Benefits of SMS for Lenders
Secure & Compliant
Ensuring that sales messaging within Salesforce is compliant with financial regulatory standards.
Instant Communication
Automatically send SMS from Salesforce, ensuring timely delivery of customer communication, updates on accounts, transactions, and alerts.
Above & Beyond
Send SMS from Salesforce to provide a personalised customer experience and keep customers informed every step of the way.
Enhanced Customer Relationships
From instant alerts to simpler communication, text automation saves time for your busy team whilst enhancing the customer experience at the same time.