SMS Templates for Financial Services

Published on

December 27, 2023

Table of Contents

Introduction

Dive headfirst into the high-stakes world of finance, where every communication can make a difference between a satisfied client and a missed opportunity. This article takes you on a thrilling ride through meticulously crafted SMS templates for financial services, tailored to guarantee an impressive response. Get ready to power up your messaging game and set a new benchmark in financial communication!!

Payment reminder

Template #1

[FIRST NAME], This is a payment reminder from [COMPANY]. Your instalment of [AMOUNT] is due [DAY/MONTH]. Please contact [PHONE NUMBER] if you have issues.

Copied to Clipboard

Template #2

Hi [FIRST NAME], this is a reminder that your scheduled direct debit of [AMOUNT] will be processed [DAY/MONTH/YEAR]. Thank you, [COMPANY]

Copied to Clipboard

Payment updates

Template #1

[AMOUNT] from [ACCOUNT NUMBER] to [COMPANY] was successfully processed with receipt [RECEIPT NUMBER]. Log on for more details. Thank you!

Copied to Clipboard

Template #2

Hi [FIRST NAME], [AMOUNT] has been successfully paid via BPAY to [COMPANY]. If this wasn't you, please call us on [PHONE NUMBER] ASAP.

Copied to Clipboard

Overdue payment

Template #1

Your payment is overdue. A late fee will appear on your next bill. To pay now, click [URL]. If experiencing financial hardship, call [PHONE NUMBER].

Copied to Clipboard

Unsuccessful payment

Template #1

We're sorry, your payment was not successful. To pay using a different card, please call [COMPANY] on [PHONE NUMBER]. Thank you!

Copied to Clipboard

‍

And there we have it - your ultimate guide to mastering SMS communication in the fast-paced world of financial services. These templates not only streamline the process of crafting efficient messages but also serve to foster stronger relationships with your clients. As we wrap up, remember the key takeaway: your messages should be clear, concise and instill a sense of trust. The power of an impactful text message can indeed be a game-changer in the financial landscape. Here's to financial communication, simplified and personalised! Until next time, happy texting!!

TEMPLATES

Keep exploring

Discover more templates from our library

5 Free SMS Templates for Mother's Day

The significance of Mother's Day is universal, as it's a day we set aside to honour and appreciate the exceptional mothers and mother figures in our lives. As a brand, this presents a golden opportunity to connect with your customers on an emotional level while also promoting your offerings.

Book a Demo