Banking, insurance & finance
SMS for banking, insurance and financial advice
A missed advisory appointment pushes a case back a fortnight. SMS secures the meeting and reminds people what to bring, without ever exposing confidential information.
14-day trial — 2 free SMS — no credit card
Hello, your appointment with your adviser is confirmed for 09/09 at 2pm. Please bring your last three payslips.
Delivered · 09:12
Reminding people what to bring halves the number of repeat appointments.
Most common use cases
Adviser appointments
Confirmation, reminder and a note of the documents to bring, so the meeting works first time.
Case follow-up
File received, document missing, decision available: the client stays informed without a follow-up call.
Assessment visits
Coordinate the assessor’s visit and avoid wasted journeys.
What you gain
Fewer absences
A well-timed reminder a few hours ahead is enough to bring people in — or to make them cancel in time.
Time back for your teams
No more hours on the phone: the system sends, records and reports back.
A professional image
A clear message, in your name, at the right time: people feel expected.
Real oversight
Delivery receipts and full history: you know exactly what was sent and what arrived.
Other industries
Try SMS Meeting
See for yourself what SMS does to your no-show rate. 14-day trial, 2 free messages, no subscription and no payment details required.
14-day trial — 2 free SMS — no credit card