Opt-in Simplified™ for the Finance Industry

Attract More Customers

Drive Growth and Satisfaction

Through Whisp, banks and financial advisors can easily share important updates, alerts and personalized messages with clients SMS, ensuring timely and direct communication. Clients can receive account notifications, transaction alerts and reminders about upcoming payments, enhancing their overall financial management experience.

Whisp offers a seamless method for capturing leads via a proprietary and patented 2-way SMS opt-in technology, facilitating the ability to build and own their contact list at scale. And, with seamless integration into CRM systems, financial professionals can track client interactions, manage leads and provide tailored financial advice based on individual preferences and behaviors.

Whisp offers a seamless method for capturing leads via a proprietary and patented 2-way SMS opt-in technology.

How Financial Institutions Use Whisp

  • With simple Whisp QR code scan, customers can securely access accounts without worry.

    Secure Log-in

    By leveraging Smart Whisp QR Codes linked directly to the correct login page, financial institutions can significantly reduce the risk of phishing attempts and enhance customer confidence in their online platforms. With a simple scan, customers can securely access their accounts without worry.

  • With Whisp, customers can easily open account without filling out lengthy forms.

    Open New Accounts

    With just one click of a Whisp Smart Link Button or scan of a Whisp Smart QR Code, customers can more easily open an account without dealing with lengthy forms. It’s a mobile call-to-action™ even on printed materials. Instantly collect a name, phone, email and address — all seamlessly integrated into your CRM for follow-up marketing.

  • Use WhispLive to send text alerts to clients regarding account activities, such as deposits, withdrawals or suspicious transactions.

    Instant Alerts

    Financial institutions use WhispLive to send mobile text alerts and notifications to clients regarding account activities, such as deposits, withdrawals or suspicious transactions. This ensures that clients stay informed about their financial transactions in real-time.

  • With Whisp, connect people to your website while you collect contact information for follow-up.

    Enhanced Advertising

    Enhance your marketing materials by incorporating Smart Whisp QR Codes, which can instantly connect people to your website while you collect their contact information for follow-up. By adding our codes to flyers, business cards or any other promotional items, you provide a quick and easy way for potential customers to access your site directly.

  • With Whisp, you have complete ownership and control over your data.

    Own Your List

    With Whisp, you have complete ownership and control over your data. Unlike some other platforms, we prioritize data privacy and security, ensuring that you retain full control over the information collected through our services. Your customer data is yours to access, manage, and utilize as you see fit.

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