TRUSTED BY FINANCIAL INSTITUTIONSBanks | Credit Unions | Financial Advisors | Insurance Agencies | Wealth Management | Lending Institutions
Complete Financial Services SMS SolutionEverything you need to send secure alerts, automate appointments, and improve client engagement
Appointment & Meeting RemindersReduce no-shows by 98% with automated SMS appointment reminders. Patients can confirm or reschedule via text.
Auto appointment confirmations
Calendar integration
Virtual meeting links
Rescheduling via text
Account Alerts & NotificationsSend secure account alerts for transactions, low balances, fraud detection, and payment due dates.
Transaction alerts
Balance notifications
Fraud detection alerts
Payment reminders
Security & ComplianceBank-grade encryption, TCPA compliance, and complete audit trails. Secure messaging for sensitive financial data.
256-bit encryption
TCPA consent management
Full message audit trails
Regulatory compliance
Trusted by Financial InstitutionsSee how financial institutions are improving client engagement and reducing fraud
"Appointment no-shows dropped 50%. Clients love the convenience of text confirmations for consultations."
David AndersonBranch Manager, First Community Bank
"Security and compliance were seamless. The audit trails give us complete visibility for regulatory requirements."
Patricia LeeCompliance Director, Liberty Credit Union
"Fraud alert response time went from 24 hours to 3 minutes. SMS saved our clients from multiple fraudulent transactions."
Michael BrownVP of Operations, Regional Insurance Group
98%Client Open Rateclient engagement rate
45%No-Show Reductionreduction in missed meetings
3minTime Saved Weeklyfraud alert response time
100%TCPA CompliantTCPA compliant messaging
Financial Services SMS Use CasesProven strategies to improve client engagement and reduce operational costs
Appointment & Meeting RemindersAutomated reminders 24 hours before appointments with easy confirmation options.Hi Sarah! Appointment with Dr. Smith tomorrow at 2pm. Reply C to confirm.
Account Alerts & NotificationsNotify patients when prescriptions are ready for pickup or need refills.Your prescription is ready at Main St Pharmacy. Hours: 9am-7pm.
Post-Visit Follow-UpCheck in after procedures with care instructions and satisfaction surveys.Hi John! How are you feeling? Reply 1-5 to rate your visit.
Lab Results ReadyAlert patients when results are available in their secure patient portal.Your lab results are ready. View at: patientportal.com/login
Annual CheckupsReminders for physicals, wellness visits, and preventive care appointments.Time for your annual checkup! Schedule: call 555-1234.
Patient EducationSend health tips, wellness reminders, and seasonal health information.Flu season reminder: Schedule your flu shot today!
Get Started in MinutesSimple setup with no technical expertise required
1
Import Patient ContactsUpload from your EHR or CSV. We handle formatting and HIPAA compliance tracking.2
Create Message TemplatesUse pre-built healthcare templates or customize your own. No PHI included.3
Automate & TrackSet up automated reminders and track confirmations in real-time.Complete Financial PlatformEverything you need for secure, compliant financial client communication
Contact ManagementUnlimited patient contacts with custom fields
Bulk & Scheduled SMSSend to thousands or schedule campaigns
Two-Way MessagingPatients can reply and staff can respond
Short LinksBranded URLs with click tracking
MMS SupportSend images and care instructions
PersonalizationMerge patient names and custom data
API IntegrationConnect with EHR systems
AnalyticsTrack delivery and engagement
A/B TestingOptimize message performance
Security & ComplianceTCPA compliant messaging with audit trails
Data ExportExport reports for compliance
Healthcare SupportDedicated healthcare team
Financial Services SMS FAQsCommon questions from financial institutions
Is SMS communication HIPAA compliant?Yes, when done correctly. We never include PHI in SMS messages. Instead, we send appointment reminders and secure portal links. A Business Associate Agreement (BAA) is available for all healthcare customers.
What can I include in patient text messages?You can include appointment dates/times, prescription ready notifications, and secure portal links. Avoid PHI such as diagnosis, treatment details, or test results. Our templates are designed to be HIPAA-compliant.
How do I get patient consent?Obtain written consent through intake forms or patient portals. Our platform tracks all consent and opt-outs automatically. Patients can opt-out anytime by replying STOP.
Can I integrate with my EHR?Yes! We integrate with major EHR systems including Epic, Cerner, and Athenahealth. This allows automatic reminders based on your appointment schedule.
How much does it cost?Pricing starts at $0.05 per message with volume discounts. Most practices spend $100-$500/month. The ROI is significant—reducing 5 no-shows typically pays for the service.
Will this reduce no-shows?Yes! Practices using SMS see an average 98% reduction in no-show rates. Patients are more likely to reduction in missed meetings than email or voicemail.
Can patients reply to messages?Yes! Two-way messaging is available. Patients can confirm appointments or ask questions. Your staff responds through our dashboard.
What about changed phone numbers?Our system tracks bounced messages and alerts you about undeliverable texts so you can update patient records.
Ready to Improve Client Engagement?Join financial institutions using Connectovo for secure alerts, appointment reminders, and client engagement. Bank-grade security. TCPA-compliant.No credit card required | Regulatory compliance | Cancel anytime