FINANCIAL COMMUNICATIONS GUIDE

Customer connections, simplified

The complete guide to financial services communications.

How do you deliver best-in-class communication experiences and maintain strong customer relationships in today’s digital landscape, without the hassle of juggling countless providers and complex systems?

We’ve got answers — and solutions you can bank on, trusted by the biggest names in the industry.

Download our handy guide to find out how you can unlock meaningful, secure communication across the channels your customers use. Spoiler alert: It’s easier than you think!

Image for Customer connections, simplified
Image for The challenge of connecting with FinServ customers in an omnichannel world

The challenge of connecting with FinServ customers in an omnichannel world

Fact: 1 in 3 customers have switched banks to get a better communication experience.

But connecting with customers in an increasingly complex communications ecosystem is complicated.

Building lasting connections will require:

  • Meeting customers on their own terms, at the right time, across a growing number of digital communication channels.

  • Making every interaction secure, valuable, and compliant.

  • Moving away from legacy systems.

Image for Identity and verification, simplified

Identity and verification, simplified

73% of customers equate account security with trusting their bank.

But how can you prevent threats and build trust at every touchpoint while delivering a seamless financial customer experience?

  • Discover how Triodos Bank verifies users seamlessly while increasing customer acquisition — and how the right blend of verification methods can help you optimize costs and user experience, too.

  • Find out how Nets handles suspicious account activity simply and efficiently through two-way SMS communications.

  • Learn how you can increase trust in your brand by enabling secure conversations on branded, verified channels customers already use.

Image for Notifications and alerts, simplified

Notifications and alerts, simplified

50% of businesses are missing out on email deliverability.

Because deliverability is a complex topic, no matter the channel.

  • Understand how to manage that complexity and ensure critical information gets delivered quickly and reliably on your customers’ preferred digital communication channels.

  • See how SIGNiX and FirstBank leverage the reliability and simplicity of Sinch to deliver millions of timely email and SMS notifications.

  • Discover how you can deliver alerts and notifications as voicemail in your own branded mobile app.

Image for Conversational engagement, simplified

Conversational engagement, simplified

53% of banking consumers say they’re frustrated when they can’t reply to messages from brands.

  • Find out how to unlock a world of possibilities for customer interactions and engagement with conversational channels like SMS, WhatsApp, Viber, or Line.

  • Learn how one of our customers took it up a notch with a conversational AI bot.

  • Explore the potential of in-app voice and video calling and click-to-call — because conversational engagement doesn’t have to be limited to messaging channels!

Image for Customer care, simplified

Customer care, simplified

95% of customers want to be able to switch instantly from chat to voice.

Sound complicated? Trust us, supporting customers on their own terms doesn’t have to be hard with the right tools.

  • Check out how Belgian bank Argenta achieved a 95% CSAT score with an AI chatbot.

  • Learn how the right customer contact center will help you provide seamless support across all your support channels — phone calls, SMS, messaging, social media apps, email, or video.

  • See how another Sinch customer reduced time spent on calls by 32% and increased revenue by 4% by taking their support operations to the cloud.

Image for Outbound campaigns, simplified

Outbound campaigns, simplified

89% of consumers want their financial partners to offer useful advice — and 81% see personalized video content as a great way to deliver this.

  • Get examples of how you can provide valuable financial solutions and insights in interactive, convenient formats.

  • Get examples of how you can provide valuable financial solutions and insights in interactive, convenient formats.

Get the complete guide to financial communications — without the complexity!

Related resources