Banking & Finance

Banking & Finance communication solutions

Banks, NBFCs, fintechs and insurers need communication that is fast, verifiable and secure: OTPs for every transaction, alerts customers can trust and reminders that reduce missed payments.

Banking & Finance communication solutions

Where Banking & Finance teams use it

Financial institutions operate under tight scrutiny: every OTP, alert and reminder needs to be fast, accurately delivered and traceable. A delayed OTP can block a payment; a missed EMI reminder can mean a missed collection. That is why banks, NBFCs, fintechs and insurers typically route authentication and transactional messages over prioritised channels with delivery reports, rather than treating every message the same way.

  • Transaction OTPs
  • Account and payment alerts
  • EMI and premium reminders

Recommended channels

Channels banking & finance businesses rely on most.

SMS

Reliable business messaging at scale.

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Voice

Connect with customers through voice.

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Email

Engage customers through personalized email.

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Related solutions

Customer Engagement

Keep customers informed and involved between purchases.

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Transactional Communication

Deliver the updates customers expect, exactly when they expect them.

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Marketing Communication

Run campaigns that are timely, relevant and measurable.

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Related use cases

OTP & Authentication

Verify sign-ins, payments and account changes with fast one-time passcodes.

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Order Notifications

Confirm, dispatch and deliver with updates customers can act on.

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Transaction Alerts

Notify customers of debits, credits and account activity as they happen.

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Promotional Campaigns

Launch offers and announcements to opted-in customers at scale.

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Banking & Finance questions, answered.

Clear answers to the questions we hear most. If yours is not here, ask us directly.

Is SMS still relevant for banking when most customers have smartphones?

Yes. SMS works on every phone without an app or data connection, which makes it the most dependable fallback for OTPs and alerts even when a customer's banking app or WhatsApp is unavailable. Most banks and fintechs use SMS as the primary or fallback channel for anything time-critical.

Can voice calls be used for OTP delivery?

Yes, voice OTP is a common fallback when a customer does not receive an SMS within the expected window, particularly useful for accessibility and for numbers with poor SMS reception.

How are account alerts kept separate from promotional messages?

Transactional alerts (debits, credits, payment due dates) are sent over a dedicated route separate from promotional campaigns, so they are not delayed behind marketing traffic and reach customers with priority.

Looking for a communication solution for banking & finance?

Tell us what you are trying to achieve. We will help you choose the right mix of SMS, WhatsApp, RCS, Voice and Email and get you started.

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