Text App for fintech

Simplify financial services with the Text App platform

Get secure messaging that streamlines transactions while ensuring compliance and improving customer trust levels.

Leading brands trust Text

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Encrypted trades, instant alerts

Enhance financial services with secure AI communication. Smart help desk manages account inquiries, processes transaction alerts, and ensures compliance seamlessly.

AI agent

Text's AI agent provides fintech firms with advanced capabilities to streamline customer support and increase transaction security.

AI agent in Text App for fintech

AI live chat

AI live chat automates customer interactions, increases transaction efficiency, and improves banking experience for fintech firms.

AI live chat in Text App for fintech

AI help desk

AI help desk streamlines customer support by providing automated responses, reducing workload for fintech firms.

AI help desk in Text App for fintech

Text Intelligence

AI Text Intelligence helps fintech firms analyze customer interactions and optimize financial services with advanced natural language processing.

Text Intelligence in Text App for fintech
AI agent in Text App for fintechAI live chat in Text App for fintechAI help desk in Text App for fintechText Intelligence in Text App for fintech

Solutions for fintech that work

Increase transaction security and streamline customer communication with our Text App, ensuring quick service responses and improved client trust.

Efficient automations in Text App for fintech

Efficient automations

Automate transaction alerts, account updates, and security notifications to enhance service and build customer trust.

Engaging campaigns in Text App for fintech

Engaging campaigns

Build financial education campaigns with market insights and service updates to strengthen customer relationships.

Organized workflows in Text App for fintech

Organized workflows

Structure financial workflows with organized transaction processing and coordinated compliance communications.

Detailed reports in Text App for fintech

Detailed reports

Generate transaction analysis reports and customer engagement metrics to optimize financial service delivery.

They succeed
with Text App

Claudia Carta's photo

“I’d highly recommend Text App, as it’s a reliable, user-friendly platform that improves customer support without adding complexity.”

Claudia Carta, Customer Service Manager, WickedWeasel
  • Sephora logo

    +25% increase in AOV after implementing a Text product

  • Funded Trading Plus logo

    125K/yr chats automated with Text products

  • Wembley logo

    $1.5M revenue added in 6 months with Text products

Test free for 14 days.
Start at $25/mo.

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Frequently asked questions

Text App leads fintech customer support with AI live chat technology that manages most customer traffic automatically while supporting multiple channels with complete context preservation. The solution features streamlined ticket management, behavior-triggered campaigns, high-intent visitor identification, and smart automations with canned responses. Enhanced by comprehensive reporting that identifies customer service trends, Text App delivers the most complete and effective AI customer support solution for fintech.
Text App delivers significant benefits for fintech organizations through AI-powered customer support that reduces response times and increases satisfaction. The platform streamlines operations with automated workflows, multi-channel communication, and intelligent ticket management that handles high inquiry volumes efficiently. Key advantages include personalized customer interactions using behavioral data, comprehensive reporting for data-driven decisions, and enterprise-grade security with GDPR compliance, ensuring fintech can scale effectively while maintaining service excellence.
Absolutely. Text App prioritizes the security and privacy of the data with comprehensive enterprise-grade protection. The platform employs 256-bit SSL encryption, multi-factor authentication, and secure login options through Google, Apple, and Microsoft. Text App features built-in antispam protection, visitor management controls, and automatic credit card masking for sensitive information. The service maintains full compliance with GDPR, CCPA, and PCI DSS standards, while Enterprise clients benefit from custom SSO integration, dedicated security assistance, and detailed audit logs for complete transparency and control
Absolutely. Text App's AI-native approach creates a workspace that understands your fintech operations, learns from your team, and automatically handles increasing workloads as you grow. The platform scales seamlessly with unified inbox management for chats, tickets, and team conversations, while automated workflows and chatbots handle repetitive tasks with confidence. As your fintech organization expands, Text App's intelligent automation, performance monitoring, and workflow optimization ensure you maintain service quality while reducing manual effort.
Yes, Text App can handle high volumes of customer inquiries due to its efficient and reliable messaging platform that can scale to meet the needs of businesses of all sizes.
Text App offers powerful features specifically designed for fintech, including intelligent AI agent capabilities that provide context-aware customer support with access to past ticket history and website behavior tracking. The platform's advanced help desk system automatically converts inquiries into organized, trackable tickets while the AI chatbot answers common questions instantly using company content. Key features include automated workflows for scheduling and follow-ups, message templates for consistent communication, contact grouping for targeted outreach, and keyword triggers that streamline customer interactions. AI agent personalizes every reply with customer details like names, emails, and purchase history, ensuring efficient workflow management while maintaining a human-like chat experience that drives results.
Yes, Text App delivers substantial time and cost savings for fintech through intelligent automation that handles routine tasks without manual intervention. The platform's affordable pricing model ensures strong ROI by reducing staffing requirements while improving service quality. fintech organizations see improved KPI performance including faster resolution times, lower operational expenses, and increased customer retention rates. With automated workflows and AI-powered support, fintech professionals can focus on high-value activities while reducing overall business costs.