Case Studies

Financial Services

Send text alerts to customers of banks and insurance companies

Mobile marketing via SMS can be useful for a variety of financial services, such as: share management, debt collection, mortgages, insurance, loans, banking and so on. In this sector, time really is money, and often information has to be sent urgently according to fluctuations in the market. SMS Banking and SMS Insurance are ideal for being sent to large databases of clients' mobile numbers (bulk SMS), in just one, simple step, reaching all of them simultaneously. It's fast, and cost-effective too.

How can financial services companies benefit from SMS mobile marketing?

Increase sales

Brokers and financial agencies can carry out promo-publicity campaigns on databases, in which they offer contact/follow-up with a financial consultant, and send out up-to-the-minute information to their customers through SMS Finance. Insurance firms/agencies can remind their customers of the expiry dates of their policies.

Improve customer service

Notify customers of the progress of their applications (e.g. mortgages, loans) and details of transactions made in real time with text alerts (credit card payments, bank transfers), or allow them to request information (current account balance, etc.) Insurance firms can keep their clients updated on damage compensation through text alerts.

Generate new contacts

A dedicated mobile number that's publicised on posters and publicity materials in the branch can be used to generate further contacts from people who'd prefer not to receive phone calls but don't mind getting news and updates via SMS.

Sending photos

Insurance companies can receive photographs of accidents sent directly by their clients requesting damages. Photos taken at the site of the accident arrive directly to the systems of the company's claims department.

What if you have no mobile numbers available?

There are various ways of gathering mobile phone numbers:

  • By simply publishing on all promotional materials (signage, brochures, posters, leaflets, websites, etc.) "Send an SMS to +91-9999-000000 with the words NAME OF YOUR BANK"
  • If you have a website, by adding a registration form where users can enter their mobile numbers
  • By asking for mobile numbers when people sign up for new products/services at the branch.