Conversive

beconversive

Conversive evolves from SMS-Magic’s legacy of messaging excellence.Know More

AI-assisted client messaging solution for financial service providers and institutions.

Qualify inquiries, suggest financial services, and request KYC documents - over messaging that leverages AI, syncs with your financial services tech stack, and complies with regulations.

Why Conversive

Make your financial services client engagement prompt and meaningful. At every moment.

Be always available

Leverage AI chatbots for cross-channel inbound messaging in financial services, ensuring timely interactions and global accessibility.

Leverage intelligence

Enhance client engagement using CRM integration, NLP, and AI messaging copilots. Optimize outcomes in a resource-efficient economy.

Foster trust and accountability

Implement AI-backed trust measures, consent management, and compliant and secure financial services messaging between clients and agents.

Set up messaging on the fly

Leverage modular messaging, AI-generated templates, and ready-to-use integrations to minimize reliance on IT resources.
Capabilities

Leverage AI-powered messaging to drive positive outcomes for your finserv business or institution

readymade flows

Explore our ready-to-use AI-driven messaging flows for your financial services lifecycle

Generate inquiries

Add conversation starters to your emails, website, app, and more.

Qualify borrowers & clients

Use a chatbot to collect basic information from new inquiries

Gather Consent

Obtain consent and expand your financial services messaging reach

Promote loans & services

Promote new loans, policies, or financial products through texting

Counsel clients

Offer timely and trustworthy advice on financial matters

Gather Consent

Request key documents for verification and registration

Documents

Send payment reminders

Remind clients about EMI, premium, or other payments

Enable 2FA

Set up two-factor authentication for logins and transactions

Resolve service requests

Help clients update contact info or modify services

Get started with Conversive.

Explore Conversive messaging for your financial
services business or institution.

Success Stories

Learn how Conversive helps financial service professionals and institutions succeed

Functionalities

Get the right messaging solution for your financial services business or institution

Omnichannel

Turn your website, toll-free or landline number, social media accounts, outgoing emails, and service brochures into conversation starters. Make it easy for prospects to seek financial help and guidance.

Compliant

Keep the sensitive financial data of your customers secure by storing all messages in your CRM. Archive all messages for auditing. And comply with FINRA, 10DLC, GDPR, TCPA, CCPA, and CASL regulations.

Integrated

Sync all message threads and files with your financial services CRM, or your document management system. Also, link them to your marketing and email automation to run smarter campaigns.

Collaborative

Set up shared inboxes. Assign messages and related tasks to colleagues. Unify message history and leave internal notes for team members. Don’t make customers explain their requirements repeatedly.

Member

Easy to aumtomate

Deploy chatbots to answer FAQs related to your financial services from the knowledge base. Respond to customer questions and requests instantly. And alert the right agent for complex requests.

Measurable

Track how many incoming and outgoing messages you drive as an organization. Measure rep response rates and response times. Track opt-ins and opt-outs. Identify and resolve delivery errors quickly.

Combo Chart

User Friendly

Simply add or change phone numbers, users, and message templates on your own. Activate messaging for various engagement use cases and set up workflows without running behind your IT team.

Mobile

Help your financial advisors, investment bankers, traders, and other employees attend to customer messages even when they are on the move and away from the desk.

Hand With Smartphone

Global Coverage

Serve clients across time zones and regions with a single messaging solution. Send and receive messages across various geographical locations without delivery errors or delay.

Scalable

Send large volume messages while Conversive handles peak messaging loads without disruptions. Ensure seamless delivery of time-sensitive messages to enable clients to manage their finances.

Testimonials

Know why digital-first financial service businesses and institutions love us

Text to experience now!

Text “Conversive” on the below phone numbers to experience conversive messaging now.

USA : 36343 | UK & ROW : +44 7860017509
AUS : (61)409564682

USA : 36343
UK & ROW : +44 7860017509
AUS : (61)409564682

Resources

Adopt messaging best practices for professional service providers and institutions

Sign up to get started with Conversive

Be the first to try Conversive messaging for your professional services business or institution.

Have a question?
Here to help!

Here are some of our most frequently asked questions. If yours is not answered here, do not hesitate to text us.

How do you ensure the security of financial information?

Conversive transmits messages using RSA 2048 encryption – messages are “unreadable, undecipherable and unusable”. We also don’t store any PII (Personally Identifiable Information) at our end. All information is ultimately saved into your secure customer information systems which are accessible only via authorized employee log-ins. Besides, the Conversive application is hosted in data centers in the U.S., Europe, and Australia. You can choose to store your data in any of these three locations. To ensure complete data security and privacy for our clients, we underwent ISO 27001 compliance certification in 2017.

Does Conversive help me archive and retrieve messages?

Yes. Conversive automatically archives all messages into your preferred and secure storage systems for compliance and record-keeping. These messages are also easily retrievable. You can search them by client name, phone number, or date.

How does Conversive ensure scalability and performance in messaging?

Conversive is purpose-built for digital-first financial service providers and businesses needing to send a high volume of messages to their users and prospects. It handles peak messaging loads without disruptions by implementing message throttling, and carrier compliance checks to optimize and maximize delivery

Does Conversive enable sharing multimedia content sharing, such as images, files, and videos?

Yes, Conversive supports rich media messaging and enables you to exchange files, images, and videos with your prospects and clients, while automatically attaching them to the right records and saving them securely in your document management systems for easy retrieval.

Is Conversive compatible with mobile devices?

Yes, Conversive offers a mobile app version of its solution that syncs with your tech stack in real time and keeps messaging secure and separated from your personal conversations on the device.

Do you take care of data migration?

Yes, Conversive offers managed services to migrate existing messaging data and conversations from your current platform. Alternatively, it can integrate with your data migration tools.

Has Conversive been implemented at any other financial services business or institution?

Yes, Conversive has been successfully implemented and is the preferred messaging solution at dozens of financial service businesses and institutions.

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