Industry
Banking, fintech and insurance
Secure codes, trusted alerts and service that customers can verify.
Banks, fintechs and insurers send one-time codes, transaction alerts, payment reminders and service messages, and run large contact centres. Trust is everything: customers must be able to tell your messages from scams, and regulators expect records, security and control over where data lives. Reliability and fraud protection come before features.
What matters when choosing
- Strong one-time code delivery with fallback channels and fraud protection.
- Registered, verified sender identities on each channel, so customers recognise you.
- Security certifications, audit logs and control over data location.
- Message and call records kept for as long as your regulators require.
- Integration with core banking, policy or CRM systems.
Questions to ask providers
- Which security certifications and audit reports can you share, and how often are they renewed?
- How do you help customers tell our messages from impersonation and phishing?
- Can we keep and export communication records to meet our regulators' requirements?
Common mistakes
- Putting links in alerts in a way that teaches customers to trust phishing messages.
- Relying on SMS alone for codes where stronger or fallback options exist.
- Signing a contract without checking data location and subcontractors.
Typical channels: SMS WhatsApp Voice Email Push notifications In-app chat RCS
Listings that fit (69)
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