Forgot your password?

Financial Sector - Using Text Reminders to Improve Productivity and Increase Profitability

As a professional financial or business advisor, your time is the most valuable resource that you have. Missed appointments are costly for your business and potentially your client too. Now is the time to take effective and affordable action to reduce your no-shows and improve customer service at the same time.

It is not practical or cost-effective to phone your clients before every appointment, but a simple SMS text and email reminder service is all it takes to make sure they don’t forget. Low-cost technology is now available to do this easily and cheaply.

SMS text reminders for financial sector

SMS Client Reminders is an ideal solution for your organisation, it works just as well for accountants, business consultants, financial advisors, credit brokers, debt management advisors, insurance agents, mortgage brokers and even banks and building societies. It will be as popular with your staff as it will be with your customers, everyone gains by being able to get on with their job and provide the best service to your clients.

The system is easy to set-up and integrates seamlessly with your existing client management system, appointment and diary scheduling tools. SMS Client Reminders has been developed very much with small and medium size organizations in mind by ensuring it is a simple, professional, efficient and low-cost service.

We are confident that we can provide your business and customers with an immediate and long lasting benefit. We want you to be sure that this is the right system for your business, so take our free trial period and see what you think.

There is no need to provide any payment details up-front and no obligation to subscribe if it doesn’t meet your requirements. We, of course, hope you will want to go ahead and can offer several low-cost monthly payment plans to suit your business volumes.

© 2024 SMS Client Reminders. Version 2.6