Finance

The fastest way to keep clients informed and accounts protected

Keep clients informed, accounts secure, and transactions moving with the communication channel that gets read. From fraud alerts to payment reminders, SMS keeps your clients connected to their finances in real time.

Stop leaving your important messages to cluttered email inboxes

SMS reaches clients instantly, gets responses that email can't match, and keeps your business moving from first contact to long-term relationship. Text messaging is the best way to update clients on their accounts with simple, discrete status messages that are personal and timely.

Reach clients and protect accounts at every touchpoint

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Two-Factor Authentication

Protect client accounts and high-value transactions with SMS one-time passcodes that add a critical layer of security without adding friction to the client experience.

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Fraud & Suspicious Activity Alerts

Notify clients the moment unusual account activity is detected. Fast communication means faster responses — and fewer losses for clients and your institution alike.

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Payment & Transaction Confirmations

Send instant confirmation messages for transfers, payments, and account changes so clients always know their transactions went through and their money is where it should be.

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Account & Document Reminders

Remind clients about outstanding documents, expiring identification, upcoming renewal deadlines, and incomplete applications before they stall your process and frustrate everyone involved.

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Billing & Payment Reminders

Reduce delinquency and late payments with automated reminders sent at the right moment — keeping accounts current without your team having to chase anyone down.

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Advisor & Appointment Communication

Confirm client meetings, send preparation reminders, and follow up after consultations with automated SMS that keeps the advisor-client relationship active between visits.

Why financial institutions choose Swift

Feature Rich API

Everything you need to build powerful client communication workflows without the headaches. Delivery webhooks, two-way messaging, scheduled sends, and granular analytics — all backed by infrastructure built for high-volume, high-stakes sending.

Outstanding Support

Our team understands the demands of financial services communication and helps you get automated workflows running quickly — so your team can focus on clients, not administrative follow-up.

100% Canadian

Your client and financial data stays on Canadian soil, fully compliant with CASL and provincial privacy legislation — critical for institutions operating in a regulated environment.

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