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Financial SMS Made Simple. Text Clients. Build Trust. Grow Business.

Text Messaging Tool for Finance, Banking and Accounting

Reaching your customers doesn’t need to be as complex as their taxes. Text them! It really is that simple. SimpleTexting improves client communications and drives more action from your marketing campaigns by reaching people where they already are—on their phones.

  • Easy to use
  • Quick to implement
  • No long term commitments
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Woman in art studio smiles at her phone. A text message bubble above her head reads "Hi [FIRSTNAME] Your appointment with Tira for Easy Investments for Students is confirmed for JUNE 23, Monday at 8:30am PT."

Easy and Simple

SimpleTexting is helping us market to our customers better while giving us that additional fire power with another marketing channel that we have never used before.

Nick N Manager of Client Experience

Great Tool For Text Campaigns

I like how simple and easy it is to create a text campaign. I can send a fast alert to subscribers and give them actionable information promptly.

Paul V Owner

Super easy SMS system for business

When comparing to other texting sms platforms this one seems to be the easiest to use and understand.

Stephanie W Loan Officer

Everything is simple to queue up.

We get a decent engagement. We’re able to track our UTMs, which is good. It’s an excellent way to improve your outreach.

Verified User Financial Services

Simplify Client Communication with Financial SMS—From Reminders to Reviews

  • Share important deadlines and updates to let customers know where they stand
  • Respond to incoming questions and appointment requests with two-way messaging
  • Send out appointment reminders to cut down on no-shows
  • Spread the word about current promotions and new services
  • Ask for reviews from happy customers
Image for Simplify Client Communication with Financial SMS—From Reminders to Reviews
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Financial SMS That’s Simple, Powerful, and Built for Professionals

Our all-in-one platform makes it easy to have 1-on-1 conversations, send mass texts and automate recurring messages like appointment reminders or upcoming renewals.

Bring in contacts from your current customer list

Don’t let your important message get lost in spam folders or go unread.

  • Easily import your contacts in seconds
  • Include additional and custom fields like Name, Address or important dates for personalized messages
Send Your First Text for Free
A man looks at his phone with text message bubbles appearing around him. The first text is received and reads "Did you know we have a dedicated mortgage consultant for our Prime members? Text CONSULT to subscribe to weekly text alerts with mortgage advice!" The second text is sent and reads "CONSULT".

Reach groups with the click of a button

Send important reminders and offers to large groups to get the most out of every campaign.

  • Drive action with reminder texts for important deadlines
  • Share your latest promotion or new service offerings
  • Generate positive reviews from your happy clients
A screenshot of a text message campaign reads "URGENT SD's mobile app will be down from 1am-1:15am PT on December 2, 2023. You can still access your account from a browser. Apologies for the inconvenience."

Personalize messages and connect 1-on-1

Have 1-on-1 conversations from the inbox or send automated, personalized messages like renewal updates, upcoming deadlines, and more.

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Woman looks at her phone in a professional setting. She receives a text that reads "Tax filing season is around the corner. Don't forget to get your documents together. Here's a checklist: [LINK]"

Can I integrate SimpleTexting with my CRM?

Yes—SimpleTexting makes it easy to connect your favorite CRM so you can automate messages, track client interactions, and streamline your workflows. Whether you’re managing leads or sending appointment reminders, integration ensures your communication stays consistent and personalized. We support popular platforms like:

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive (via Zapier)
  • Thousands of other apps through Zapier or our API

With these integrations, you can keep contacts updated, trigger texts based on actions, and ensure every message feels timely and relevant.

FAQs

SMS has a 98% open rate and a 45% response rate, making it one of the most effective channels for reaching clients quickly and driving engagement.
When used strategically, SMS marketing helps financial institutions drive more conversions, retain clients, and increase revenue through timely, personalized communication.
Yes, SMS allows financial organizations to scale outreach efforts affordably while maintaining high engagement rates.
Financial SMS platforms like SimpleTexting integrate with tools like Salesforce, HubSpot, and others—capturing messages directly in your CRM for seamless follow-up.
SMS streamlines client communication, supports real-time engagement, and builds trust through faster response times and consistent updates.
Financial advisors can save time by using group broadcasts for updates and reminders, allowing them to focus on relationship building and personalized support.
Platforms like SimpleTexting are SOC 2 certified and built with financial use cases in mind, offering secure and compliant communication solutions.
Top-rated on G2 for onboarding and support
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Pricing Plans That Make Sense

$29/mo

500 Messages 5.5¢/additional msg

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$49/mo

1,000 Messages 5¢/additional msg

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$79/mo

2,000 Messages 4¢/additional msg

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$109/mo

3,000 Messages 4¢/additional msg

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$229/mo

7,500 Messages 3.5¢/additional msg

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$399/mo

15,000 Messages 3¢/additional msg

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$549/mo

25,000 Messages 2.5¢/additional msg

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$899/mo

50,000 Messages 2¢/additional msg

Sign up

All plans include:

  • Unlimited contacts
  • No monthly contracts
  • No setup fees
  • Free Incoming SMS messages
  • Unlimited keywords
  • SMS and MMS messaging
  • Support 7 days per week
  • Rollover credits
  • API access