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Guide Clients Through Complex Financial Decisions–Confidently, Compliantly, and at Scale
Text messages have a 98% open rate.
80% of people worldwide want to text with their providers.
Texting reduces appointment no-shows by 40%.
Whether it’s transactional, promotional, or advisory one-on-one conversations—Conversive’s built-in consent management and compliance layer enforces compliance with PCI DSS, FINRA, SEC, TCPA, GDPR, A2P 10DLC. Granularly capturing, syncing, and enforcing consent across campaigns, conversations, and automations, human or AI, masks sensitive data and financial-industry prohibited/ restricted terms [such as?], and keeps all interactions recorded, stored, and auditable in tamper-proof logs. Compliance is invisible but guaranteed.
Nothing erodes trust faster than making clients repeat themselves. Conversive ties every interaction—whether a loan inquiry via SMS, a KYC document over WhatsApp, or an advisory call—back to the right client record in your CRM. Sales, service, and advisory teams see the same unified history across channels, systems, and time. Advisors can pick up exactly where the last conversation left off, with AI-generated summaries and notes ensuring every handover is smooth and every interaction informed.
Deepest channel breadth (Text (SMS, MMS, RCS, WhatsApp, Facebook Messenger, Instagram Messenger, LINE, Viber, and Multilingual voice AI bots). Conversive’s intelligent throughput optimization ensures carrier-compliant routing, in-region hosting to reduce latency, and scale to handle client surges during market events—so time-sensitive communications [such as?] always arrive when they matter most.
Nothing erodes trust faster than making clients repeat themselves. Conversive ties every interaction—whether a loan inquiry via SMS, a KYC document over WhatsApp, or an advisory call—back to the right client record in your CRM. Sales, service, and advisory teams see the same unified history across channels, systems, and time. Advisors can pick up exactly where the last conversation left off, with AI-generated summaries and notes ensuring every handover is smooth and every interaction informed.
Native conversational messaging application for your CRM
We help you navigate through the complexities of every carrier during the setup process.
Carriers are tricky, if you break their rules, they charge you and block the messages and your phone. We help you optimize your SMS.
SMS delivery reports are not enough. That’s why we created dashboards to track and control delivery across global carriers.
We help you navigate through the complexities of every carrier during the setup process.
Carriers are tricky, if you break their rules, they charge you and block the messages and your phone. We help you optimize your SMS.
SMS delivery reports are not enough. That’s why we created dashboards to track and control delivery across global carriers.
SMS-Magic is a simple, powerful, SMS solution for Salesforce that
has become integral to our day-to-day operations.
Text MAGIC for Demo to
USA: 36343
AUS: (61)409564682
UK & ROW: +44 7860017509
Email: care@sms-magic.com
