Text Marketing for Financial Services

Reduce no-shows, send text message reminders, gather documents, images and more.

Our Trusted clients

More than 200+ Accountants & Brokers to maximize growth

The All-in-One Toolbox: Unlocking Powerful Text Marketing Features for
Financial Services

Scheduled Reminders

Send and schedule one-time, recurring texts to clients or schedule appointment reminders to entire groups.

Documents & Media Sharing

Send and receive SMS & MMS, and share links to documents. Stored with the client conversation.

Trackable Data

Insights and analytics that help financial services achieve growth and improve team productivity.

Two-Way Communication

Foster real-time conversations, answer questions, and resolve issues instantly.

Powerful Benefits of Text Marketing for
Financial Services

It's cost
effective

Reach clients quickly and at scale.Reduce operating costs and boost team productivity.

04

Increase revenue

Advertise services to your subscriber list generate more sales.

01

Easy to implement

SMS simplicity makes it an attractive communication channel for businesses.

03

Simple to scale

Designed for growing businesses, add more users and teams

02

BULK SMS

Broadcast
Services & Promotions

Communicate with leads and customers the way they prefer — texting. LimeText can text-enable your existing landline business phone number or provide you a new one for you to use.

  • Supercharge financial services with LimeText SMS campaigns.

  • Drive promotions effectively.

  • Enhance engagement and ensure client success effortlessly.

Message Scheduling

Schedule messages and responses to guarantee follow-ups are not overlooked.

Customised Tagging

Tag, organise, and prioritse conversations instantly.

Team Collaboration

Collaborate on client conversations and accounts with your team.

Message Routing

Route messages and conversations to users and teams.

Users love us

"LimeText has completely eliminated the 'phone tag' game and replaced it with real-time conversations over SMS. We've decreased our no-show rate by 45% for our viewing appointments and the personalized touch has helped our team close sales faster and with less effort."

Julia Luios

Property Manager

“Feedback board keeps all of your product's feedback in one place. You can even set up a private board if you want to collect feedback from only certain people or groups. Or create a public board if you Keep some of your boards private for your internal stakeholders”

Mahmud Niloy

Superflow web Developer

“Feedback board keeps all of your product's feedback in one place. You can even set up a private board if you want to collect feedback from only certain people or groups. Or create a public board if you Keep some of your boards private for your internal stakeholders”

Steph Whittaker

Faculty Administer

Build connections and increase conversions

  • 95% open rate

  • 3x your conversions

  • compliant messaging

  • send realtime text updates

  • website to text

  • enterprise grade carriers