Make your financial services client engagement prompt and meaningful. At every moment.
Leverage AI-assisted messaging to drive positive outcomes for your finserv business or institution
Explore our ready-to-use AI-driven messaging flows for your financial services lifecycle
Get started with Conversive.
Explore Conversive AI-assisted messaging
for your financial services business or institution.
Learn how Conversive helps financial service professionals and institutions succeed
Get the right messaging solution for your financial services business or institution
Know why digital-first financial service businesses and institutions love us
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Northwest Lineman College
Adopt messaging best practices for professional service providers and institutions
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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.
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.
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.
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
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.
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.
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.
Yes, Conversive has been successfully implemented and is the preferred messaging solution at dozens of financial service businesses and institutions.