Send WhatsApp messages in bulk
Automate your WhatsApp marketing
Collaborate on a shared inbox
Multiple chat apps on one website widget
Drive sales to your Shopify Store
Drive sales to your EasyStore site
Broadcast messages in bulk
Automate your WhatsApp marketing
Connect your chat apps in a shared inbox
Multiple chat apps on one website widget
Drive sales to your Shopify store
Drive sales to your EasyStore site
For financial institutions and services, your number 1 priority should be your customers. It’s about building a relationship with them and gaining their trust that gives your clients the confidence to engage with you as a financial service.
And the best way to maintain a good relationship with your clients is through consistent engagement. But how do you do that?
The answer is: chat marketing.
You can easily send messages to your clients through their preferred messaging channels and follow up with them regularly.
However, while sending messages to your customers can help improve engagement, having to manually send individual messages can be extremely time-consuming.
This is why you need message templates to help speed up the process and cut down on manual work. Furthermore, you don’t have to reinvent the wheel for every conversation with a customer!
Let’s take a look at the best message templates for financial services so you can send more messages in less time. 👇
One Time Passwords (OTP) prevents any form of identity theft by making sure that a captured user name or password pair cannot be used a second time. Most financial institutions have OTPs set up to put their customers’ minds at ease.
Here are some templates you can use:
When your client makes a successful payment, send them a simple message to reassure them that the payment has been made.
Here’s a template you can use:
Send alerts to your customers to inform them of certain matters that doesn’t require their immediate attention or action.
Here are some templates you can use:
If your financial service requires clients to create accounts, chances are they’ll make changes to their accounts, such as editing their username or email address. Hence, send them messages to help them keep track of the changes made.
Here are some templates you can use:
And that’s our list of financial service message templates!
Head on over to our Message Template Library for over 100+ message templates!
Get access to over 100+ message templates, across different industries and use cases.
More resources
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21 Best WhatsApp Business Templates You Should Be Using
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