Skip to content
Close
Talk to Sales
Talk to Sales

Platforms

Salesforce
Explore
Zoho with SMS-Magic
Zoho
Explore
CRM-Independent SMS Magic
Don't have a CRM?
Explore
Industries
Services & Support
SMS Magic Product page
A Deep-Dive Into The #1 CRM Messaging Solution
Product deep-dive

Help Your Clients Make Smarter Financial Decisions

46% BFSIs have scaled SMS spending since 2021

Qualify Inquiries, Share Financial Advice, And Manage Account Services Over messaging

Banking Banking
  • Personalized customer account services
  • New account onboarding
  
Mortgage Brokerages Mortgage Brokerages
  • Automated loan inquiry responses
  • Application processing
  
Escrow Application Processing
  • Automated document collection
  • Purchase status updates

  
Banking Banking
  • Personalized customer account services
  • New account onboarding
  
Mortgage Brokerages Mortgage Brokerages
  • Automated loan inquiry responses
  • Application processing
  
Escrow Application Processing
  • Automated document collection
  • Purchase status updates
  
Accountant Accountant
  • Quarterly communications
  • Pre-qualifying new accounts



  
Financial Planners Financial Planners
  • Manage portfolio status communications
  • Schedule regular advisor meetings and send RSVP reminders
  
Estate Planners Estate Planners
  • Share planning guides and documents
  • Manage worksheet information collection
  
Accountant Accountants
  • Quarterly communications
  • Pre-qualifying new accounts
  
Financial Planners Financial Planners
  • Manage portfolio status communications
  • Schedule regular advisor meetings and send RSVP reminders
  
Estate Planners Estate Planners
  • Share planning guides and documents
  • Manage worksheet information collection
  

Personalized Communications Across The Customer Lifecycle

start conversation
Start Conversations

New customer communications that automatically engage with personalized conversations about your services, share information about your business and gather new customer information.

Guide Decision
Guide Decisions

Share information, present account service offerings or collect application data to streamline the customer decision process.


Deliver service
Deliver Services

Automated messaging to deliver account information, reports, offers and to always be accessible with response messages to help customers anytime. 


industry page

 

See The Magic Yourself

Click on or scan the QR code to enter an automated Whatsapp chat - experience what your own customer conversations could look like!

Expertise For Your Business Performance

TOUCH
Qualify Inquiries

Start conversations with new inquiries for loans, insurance, and investment, when they call your contact center or hit your website.
TOUCH
Share Financial Advice

Advise clients on money matters over messages to help them make informed and wiser financial decisions.
TOUCH
Fasttrack Onboarding

Help clients fill out forms and collect application documents on time to enable swift access to financial services for them.
TOUCH
Send Payment Reminders

Alert clients about upcoming mortgage, premium, or other payment deadlines. Prevent them from defaulting on obligations.
TOUCH
Serve Clients

Connect clients with their relationship managers over texting for account-related updates or financial queries.
TOUCH
Uphold Customer Privacy

Build-in compliance management to enforce message opt-in/opt-out policies, carrier guidelines, and to protect your brand reputation.

Pre-Built Financial Service Messaging That Integrates With Your CRM And Upholds Privacy

Ready-to-go Integrations for CRM-Personalized Messaging

SMS Magic Experts Can Make It Easy For You

  • Faster SMS Magic onboarding and set-up.
  • Manage 10DLC registration requirements for all your numbers.
  • Set-up multichannel messaging.
  • Ensure your messaging strategy complies with mandatory communication compliance rule.
  • Optimize performance dashboards for message monitoring.
  • Message strategy consulting to support your business objectivesntegration set-up.

Learn More

Maximize Your Business Success

Frame 9605@2x Earn and Keep More Clients
Use messaging to convert more inquiries into clients and to simplify paperwork.  
Frame 9624@2x Minimize Compliance Risks
Communicate with clients in a timely and secure way over messaging channels.  
Frame 9623@2x Drive Retention and Loyalty
Serve customers over messaging to improve their experience and satisfaction.  
Frame 9625@2x Comprehensive Digital Channel Integrations
Use messaging to convert more inquiries into clients and to simplify paperwork.  

“Our initial experience with SMS Magic has been truly fantastic! Right from the outset, the team's professionalism, commitment, and expertise have consistently impressed and excited us. Their seamless blend of technology and creativity has genuinely revolutionized our campaign, and the outcomes clearly demonstrate this. This marks just the beginning of our journey, and we eagerly anticipate more extraordinary experiences with this exceptional team.”

Julie-Anne SchmitzChef de projets Marketing

Pricing

Pay As You Go

$0.12 to $0.20 per message
Flexible and affordable. Pay only for what you use, with no commitments or upfront fees. Ideal for startups and small businesses.
Automated Campaigns or Conversation Management
Multichannel
Compliance
Integration
Get Pricing

Automation

Starting $425 per Org
CRM-driven automated messaging, perfect for transactional needs such as webform confirmations, application updates, appointment reminders, and welcome series. Ideal for customers requiring efficient, triggered communications.
Automated Campaigns
Multichannel
Compliance
Integration
Get Pricing

Conversation

Starting $23 per User
CRM-driven one-on-one messaging, perfect for conversational interactions.
Ideal for customer service scenarios where the consumer initiates contact with the business.
Conversation Management
Multichannel
Compliance
Integration
Get Pricing

We Are Here To Help

Can I connect my existing phone numbers and instant messengers with SMS Magic? Yes, you can connect your long codes, toll-free numbers, or short codes with SMS Magic in one of the three ways:
  • Use your existing number and telecom provider
  • Use your existing number with SMS Magic’s providers
  • Get a new texting number from SMS Magic
For setting up non-SMS channels like WhatsApp, Instagram, RCS or email, please contact SMS Magic Sales.
Can I integrate messaging with my contact center using SMS Magic? You can connect SMS Magic with your contact center numbers and solutions like Twilio, Aircall, Vonage, TalkDesk, and more.
How do you ensure the security of financial information? SMS Magic transmits messages using RSA 2048 encryption – messages are “unreadable, undecipherable and unusable”. We also don’t store any PII (Personally Identifiable Information) at our end. All information is ultimately saved into your secure customer information systems which are accessible only via authorized employee log-ins. 

Besides, the SMS Magic application is hosted in data centers in the U.S., Europe, and Australia. You can choose to store your data in any of these three locations. To ensure complete data security and privacy for our clients, we underwent ISO 27001 compliance certification in 2017.
How does SMS Magic ensure compliance in financial services messaging? SMS Magic has an advanced compliance management capability that helps you adhere to FINRA, 10DLC, TFN, GDPR, TCPA, CCPA, and CASL regulations.
Does SMS Magic help me archive and retrieve messages? Yes. SMS Magic automatically archives all messages into your preferred and secure storage systems for compliance and record-keeping. These messages are also easily retrievable. You can search them by client name, phone number, or date. 
Does SMS Magic enable messaging on toll-free numbers? Yes, SMS Magic supports messaging on toll-free numbers in a compliant manner. It also initiates messaging based on missed call events by integrating with your voice calling technology.
How does SMS Magic ensure scalability and performance in messaging? SMS Magic is purpose-built for digital-first financial service providers and businesses needing to send a high volume of messages to their users and prospects. It handles peak messaging loads without disruptions by implementing message throttling, and carrier compliance checks to optimize and maximize delivery.
Does SMS Magic enable sharing multimedia content such as images, files, and videos? Yes, SMS Magic supports rich media messaging and enables you to exchange files, images, and videos with your prospects and clients, while automatically attaching them to the right records and saving them securely in your document management systems for easy retrieval.
Is SMS Magic compatible with cell phones and mobile devices? Yes, SMS Magic offers a mobile app version of its solution that syncs with your tech stack in real-time and keeps messaging secure and separated from your personal conversations on the device. Using this, your financial advisors, investment bankers, traders, and other employees can attend to customer messages using their cell phones when they are on the move.
Do you take care of data migration? Yes, SMS Magic offers managed services to migrate existing messaging data and conversations from your current platform. Alternatively, it can integrate with your data migration tools.
Has SMS Magic been implemented by any other financial service providers? Yes, SMS Magic has been successfully implemented and is the preferred messaging solution for financial service providers around the globe. For more information or references, contact SMS Magic Sales.