98% of Text Messages Are Opened Within 3 minutes.

Get your work done faster. Handle more conversations than any other channel and get immediate responses with texting.

Text Messaging Designed for Enterprise

Close More Loans

Reduce application abandonment by providing real-time updates on application status and milestones.

Accelerate loan processing with secure document sharing, identity verification, and seamless communication with expert agents.

Collect payments via convenient and secure payment links in the text [Payment integration: Swivel, MessagePay].

Automate payment notifications & follow-ups on overdue accounts [Collection Integrations]

Make recovery efforts on delinquent accounts through targeted debt recovery campaigns

Facilitate secure pre-legal or warning demand letters sharing via text [E-signing Integrations]


Implement Two-Factor Authentication (2FA) with minimal friction using text OTP and Video Verify (KBA, ID, and video interaction).

Safely share documents, PII, images, surveys, and links, adhering to the highest security standards.

Educate members through targeted campaigns & send timely fraud alerts/notifications to prevent significant financial damage.


Achieve exceptional engagement rates with text-based marketing campaigns, far surpassing email campaign open rates.

Schedule and manage your marketing campaigns seamlessly using your preferred tools [Marketing Integrations: Salesforce, Adobe, or Prisma].

Ensure compliance by automating contact synchronization and managing opt-in/opt-out preferences with core integrations.

Boost search engine visibility by collecting Google reviews through simple text links.

Integrate appointment booking links for in-branch or virtual meetings in the text.

Automate next-in-line alerts and real-time queue position updates for branch visitors.

All the Tools You Need in One Place

One Solution For All Your Texting Needs

Inbound and Outbound: Get faster responses with direct & personalized texting between your team and members without sharing personal phone numbers.

1:1 or 1:Many: Send educational, informational, marketing, and other types of campaigns while maintaining compliance.

Rich texting & Pre-built Templates: Add emojis, icons, images, surveys, links, and more. Use customizable pre-built templates to save time and maintain consistency.

Reduce Error: Automated contact and opt-in/ opt-out synchronization [Core Integrations: Symitar, Fiserv, Sharetec, Correlation, CUProdigy]

Record & Store: All conversation history for regulatory compliance, audit, security, and reporting fraud to authorities.

10DLC Registration: We’ll register your number with mobile carriers so you can send messages without disruptions.

One-click transfer from text to any channel with context and within the same engagement with the added power of Co-browse, SBR, and such [Unified Platform]

Combines the ease of texting with the power of 35+ integrations across Core, LOS, Collections, Payments, Marketing, CRM, and more.

Monitor PII, ensure compliance, and get insights like tone without manually reviewing the conversations with AI-driven conversational intelligence.

Send alerts: Based on milestones (Pizza Tracker) in the Core integrations, and route the responses to these alerts to the right team with SBR.

Text Analytics: Track text volume, response rate, and average handle time trends by texting type, departments, and employees.

Custom Keywords: Enable contacts to text specific keywords to “opt-in or opt-out” and get added to specific lists for easy texting later.

Experience The Unified Impact

Go beyond piecemeal solutions that lack clear impact and drive real value through increased member satisfaction, employee productivity, revenue and retention, all at scale.

$3.7 M

Overall drop in delinquency from December 2023 to March 2024

(Alltru Credit Union)


Faster Member Authentication 45 Seconds to authenticate

(Idaho Central Credit Union)


Faster lending process, 3 days reduction in loan approval time

(Patelco Credit Union)


Higher response rate with Text than other modes of communication

(Family Savings CU)


Increase in number of accounts opened with In-branch Video

(Xplore Federal Credit Union)


Reduction in Loan approval times, application completion <10 mins

(Natco Credit Union)

Integrated Tech Stack

Connect with an extensive network of leading technology vendors catering to community financial institutions such as Core systems, CRM, LOS, AOS, Collections, and other essential providers.

Natco CU improves Member Experience with Omnichannel

Enhancing Member Experience & Communication with Texting

Centric FCU trims down loan application times by 95%

Trimmed down loan approval time with omnichannel digital communication
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