FINANCIAL SERVICES

Business Text Messaging for Financial Institutions

Business texting platform designed for Financial Institutions to conduct customer outreach and drive engagement through a seamless messaging experience. 

Invest in better conversations

Lending

Simplify loan applications by streamlining the process and allowing customers to upload and execute required documents through text messaging.

Credit and Collections

Send text reminders for collection due dates or overdue notifications to increase the success rate of debt collections.

Client Services

Increase client satisfaction by offering the convenience of two-way text messaging to resolve issues remotely and efficiently.

Create and assign outreach campaigns to your frontline teams

Connect your existing campaigns from your marketing platforms such as Adobe, Marketo, HubSpot and Salesforce Marketing Cloud and more, using our open APIs.

Quickly toggle between different messages, connect to your existing campaigns, and auto-assign outreach to your customer facing teams.

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Smart List: campaign creation
TextKit Widget: Customer Timeline
TextKit Widget: Customer Account Info
TextKit Widget: To-do list

360 view of your customers in a single dashboard

Display relevant and actionable customer data from external systems for a complete view of your customers with the most flexible API without complex integrations.

Widgets could show eligible subscribers, previous transaction history,  and customer touch points.

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The most configurable rules to enable safe, branded and personalized outreach

Securely enable text messaging with filtering rules that enforce legal, security and brand compliance and eliminate risks from messaging customers.

Comply with top regulations, block undesirable content with intelligent filtering and manage multi-channel opt-outs. 

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TextKit Sendable: signature request

Enterprise grade compliance and security for Financial Institutions

Trusted by Financial Institutions to deliver value and eliminate the risks of business text messaging. Your data security and compliance requirements are our top priority.

100% hosted by Amazon Web Services (AWS).

AWS adheres to the highest standards including: SOC 1, SOC 2, SOC 3, PCI DSS Level 1, ISO 9001, ISO 27001 and ISO 27017.

Service Organization Controls (SOC2) (Type II) Trust Services Principles.

Statflo enforces strict procedures for handling customer data.

Adheres to Major Compliatory Regulations: CASL, CCPA, TCPA, and GDPR, DNC, CPNI, CAN-SPAM, PIPEDA complaint and more.

Our products are designed to protect Financial Institutions from heavy fines and penalties.

Wendy Drummond, CEO, Premier Locations

Elvin Berndt

VP of Sales & Business
Development, R Wireless

"Even when we were closed and did not have any frontline employees to communicate with the customers, our customers were able to reach us through Statflo."
Wendy Drummond, CEO, Premier Locations

Elvin Berndt

VP of Sales & Business
Development, R Wireless

"Even when we were closed and did not have any frontline employees to communicate with the customers, our customers were able to reach us through Statflo."
Wendy Drummond, CEO, Premier Locations

Elvin Berndt

VP of Sales & Business
Development, R Wireless

"Even when we were closed and did not have any frontline employees to communicate with the customers, our customers were able to reach us through Statflo."

Want to get started now?

See why tens of thousands of customer facing teams trust Statflo to engage, retain, and grow their customer base