A Better Way To Prevent Fraud And Build Trust.
Trust is the cornerstone of financial services. Customers need to trust that their money is safe, that it will be handled responsibly, and that they will be instantly notified whenever an issue arises. That's where text messaging comes in. SMS is the most immediate, reliable, and attention-grabbing form of communication there is. Trumpia takes the power of the SMS platform and supercharges it with engagement tools and automation, meaning you will see the highest possible ROI while saving your staff valuable time.
Download the guide to see how you can leverage text messaging to keep your clients informed about important account information.
Our Two-Way Texting allows you to easily communicate with your members and have multiple threaded conversations. Better yet, you can do this using the business number you already own and operate. Text-enable your toll free or customer service number so that you don't have to use your personal number to engage with customers.
Our Interactive Text Response (ITR) system can answer common questions customers may have immediately and without tying up your employees on the phone. Customers will appreciate the quick service and not having to wait on hold when your phone lines are busy.
Offering a better customer service experience is crucial to giving you a competitive advantage in the cut-throat world of finance. SMS surveys have a 98% read rate and are ten times more likely to be completed than traditional email or paper surveys. Trumpia goes beyond simple surveys, employing response based automation to communicate with members and employees based on demographic data, preferences or behavioral history.
Trumpia’s unique Smart Targeting feature will allow you to send out the most relevant offers to qualified members. Based off of information you gather from your members, we can automatically set up messages to members that best match your loan programs or financial programs. You can filter contacts and lists by specific criteria, allowing you to send targeted promotions to members of certain branches, or send loan offers to members who are looking to buy a home when the interest rate drops.
Generate more revenue by only sending the most relevant offers to members that will actually get read in real-time. Save time and energy by letting our system carry out the laborious, day-to-day manual tasks for you. Automation also lets you send messages based on customized conditions, like on each member’s birthday, reminders for important deadlines, or any other notification rules you set up. We can send automatic reminders while you move them through every step of things like the loan application process or retirement planning, or follow up with members who have incomplete applications.
Create keywords that build your contact database or promote downloads of your mobile app. For example, ask customers to text “HomeLoans” to your short code number to collect their mobile number and send them your current rates. You can then follow up and send them offers when rates have fallen.
With our convenient, omni-channel solution you can use it for both customer and in-house communications across SMS/MMS, email, voice, and social media so you don't leave anyone out.
Access control lets you set rights to features and data for each user, role, branch, and region. And with centralized reporting, your corporate office will be able to audit every department or branch to maintain quality.
We offer full REST, HTTP, and SMTP APIs, so you can incorporate our features into your existing application. Plus we integrate with Salesforce and with other applications via Zapier in order to give you the most complete SMS messaging suite.
We provide onboarding and live support to make sure you get the best ROI right out of the box - via phone call, online, or email support. Our account management team will help you implement SMS into your communications strategy and make sure you get the best ROI possible. And don't worry if you ever get lost, we have an amazing support team ready to help 365 days a year, including major holidays.
Enterprise Communication Zacks Investment Research is a financial research firm that provides investment recommendations to their customers. Looking for a way to diversify how they sent stock tips, they partnered with Trumpia to pair SMS with their email efforts in order to maximize their reach. By integrating Trumpia’s SMS API into their system, Zacks was able to send over 30,000 texts in a month, or about 1,500 texts every workday. With texting, Zacks could send tips through a more attention grabbing and immediate channel, letting customers take actions to quickly move on stocks. Also, their new two-pronged approach essentially doubled their reach, and allowed Zacks to ensure their advice was seen by their customers on their most preferred communication channel.
SMS / MMS