Company
Compliant Text Messaging for Financial Services
Give advisors a faster way to communicate with clients without sacrificing supervision, retention requirements, or the compliance standards your institution depends on.
Our Financial Services Clients
The Problem
Customers expect texting. Compliance requires structure.
Customers ignore emails and rarely return voicemails during time-sensitive processes like account updates or document verification. Many financial advisors still text from personal phones, creating gaps in record retention and supervision. Traditional platforms either lack the compliance features financial institutions require or introduce complexity that disrupts how teams already work.
Problem 1
Personal device texting creates compliance gaps
Problem 2
Customers miss emails and ignore voicemails
Problem 3
Document collection becomes a bottleneck
Problem 4
Lack of visibility across branches and advisors
Features
Financial services texting built for compliance
TextBetter’s Email to Text solution gives financial institutions secure, audit-ready messaging without new software to learn. Messages flow through your existing email environment, so your current security stack automatically applies, including encryption, DLP, monitoring, and retention controls.
Every text an email record
TextBetter automatically captures and stores all business-related texts inside your existing email system, becoming part of your existing retention, supervision, legal hold, and e-discovery framework. This supports regulatory expectations under SEC Rule 17a-4, Advisers Act Rule 204-2, and FINRA supervisory obligations.
Your security stack protects every message
Because texts route through your email environment, your current security policies automatically apply to texting. This includes encryption rules, DLP, access controls, spam filtering, monitoring, and more with no separate configuration required for compliant SMS communication.
TCPA compliance built in
TextBetter includes controls that support consent and opt-out requirements. STOP/UNSUBSCRIBE requests are enforced automatically across your entire organization, and message history is retained to help document consent-related communication and support compliance with the Telephone Consumer Protection Act.
No more personal device risk
All texting occurs through business-controlled numbers, not employee personal cell phones. This provides oversight, traceability, and auditability across every advisor and branch while eliminating the regulatory exposure created by shadow-IT communication.
The Numbers
The numbers behind financial services texting
* Industry data from CTIA Messaging Reports, SEC Press Releases, and American Bankers Association surveys.
90%
SMS messages are read within 3 minutes *
392M$
SEC penalties issued in 2024 for electronic record-keeping failures *
55%
Consumers bank primarily on mobile devices *
Applications
How financial institutions text with TextBetter
From appointment confirmations to fraud verification, TextBetter makes it simple to communicate faster while maintaining complete oversight.
Appointment scheduling
Send meeting confirmations, reminders, and branch instructions to reduce no-shows and eliminate scheduling back-and-forth.
Document collection
Clients text photos of IDs, bank statements, or voided checks directly to staff, who receive them instantly in email for storage in CRM or LOS systems.
Fraud verification
Confirm suspicious transactions or validate account activity through text to get faster responses and reduce fraud losses.
Payment reminders
Send clear reminders for upcoming due dates, renewal notices, or required signatures to help customers take action quickly.
Account updates
Answer questions, confirm changes, and resolve issues faster than phone or email to accelerate approvals and improve satisfaction.
Team coordination
Standardize SMS communication workflows across advisors and branches to ensure consistent, documented client interactions.
Testimonials
See what our clients have to say
Use Cases
Business texting for the finance industry
TextBetter supports structured, compliant business texting for finance professionals while ensuring every message is archived, supervised, and aligned with regulatory expectations.
Shared inboxes
Multiple team members can text from the same business number so conversations stay centralized and nothing gets lost when files move between advisors or departments.
Send texts by email
Send and receive text messages directly from your existing email system. Messages automatically follow your archiving, monitoring, and retention policies without requiring new software.
SMS compliance
Built-in consent tracking, automatic STOP handling, and full message history help your team stay aligned with carrier rules and regulatory expectations while maintaining documented oversight.
SMS automation
Schedule reminders, confirmations, and follow-ups in advance so customers stay informed while every message remains captured and reviewable.
Group messaging
Quickly reach defined customer segments such as borrowers, policyholders, or advisory clients while keeping replies organized and properly documented.
Text blasts
Send high-volume announcements or time-sensitive updates in seconds with every response captured in its own private, trackable conversation thread.
SMS integrations
Integrate texting into your CRM, archiving tools, and internal systems so business communication fits seamlessly into the workflows your teams already use.
How secure is this? We cannot introduce new risk.
TextBetter’s Email to Text Solution routes all text messages through the organization’s existing email environment. This means your current security stack automatically applies to texting, including encryption rules, DLP, access controls, monitoring, and quarantine policies. This protects sensitive client data while allowing institutions to use secure financial messaging services without introducing new exposure. TextBetter is also PCI certified and undergoes regular third-party audits.
Do employees need to download anything?
No. TextBetter’s Email to Text Solution works entirely through your existing email workflow. Employees send and receive messages the same way they send email, with no apps, dashboards, plugins, or installations required. This reduces IT lift and avoids change-management challenges.
How does this support our SEC/FINRA requirements?
TextBetter’s Email to Text Solution automatically captures and stores all business-related texts inside your email system, where they become part of your existing retention, supervision, legal hold, and e-discovery framework. This supports regulatory expectations under SEC Rule 17a-4, Advisers Act Rule 204-2, and FINRA supervisory obligations.
What is your retention policy? Who controls message retention?
Retention remains fully under your organization’s control because TextBetter’s Email to Text Solution enables all messages to be stored in your email environment. Financial services businesses continue using their existing archiving tools, legal hold processes, retention timelines, and supervision workflows.
How do you handle opt-ins, STOP requests, and compliance around texting?
TextBetter includes controls that support consent and opt-out requirements. STOP/UNSUBSCRIBE requests are enforced automatically, and message history is retained to help document consent-related communication. This reduces risk and ensures teams are not relying on personal devices or unsupervised channels.
We cannot allow employees to text customers from their cell phones.
TextBetter eliminates personal device texting. Employees text from business-controlled numbers, and all client communication is routed into the institution’s email system. This provides oversight, traceability, and auditability across every advisor and branch.
Does this integrate with our CRM or LOS?
Any CRM that supports inbound email can automatically log SMS conversations, making it far more flexible than solutions that only support a few CRM platforms used across the financial services ecosystem.
How do we handle images or documents customers text us?
Customers can text photos of IDs, statements, pay stubs, or other required documents. TextBetter delivers them directly to staff through email, allowing them to be stored immediately in the appropriate secure systems.
Landline texting solutions built for business