CaaS For Financial Services
Using AI-powered text messaging, scheduled calling, and voicemail messages, Drips empowers banks, lenders, and financial services organizations to engage hard-to-reach customers in conversations at scale. With a Conversations as a Service (CaaS) solution, you can build authentic relationships and drive valuable outcomes.
FULL LIFECYCLE ENGAGEMENT
Managed Outreach Solutions
Reach More Customers
Start real conversions to build trust and offer a best-in-class experience. Drips can increase engagement to drive new accounts, loan applications, refinancing, and other valuable outcomes.
- Start meaningful conversations even with busy and hard-to-reach audiences
- Drive website actions or scheduled calls with agents
- Leading-edge compliance
Read: How SMS Transforms Your Call Center from Outbound to Inbound
Hi David, are you still looking for a lender? We’re ready to help you explore options to secure your new vehicle! Can we give you a call this afternoon?
Our rates are competitive. We’ll need some more info to determine your exact interest rate. Can you talk at 3 PM?
Onboard With Value
Build trust and loyalty with a warm welcome that goes beyond a generic text message.
- Drive welcome calls, app downloads, autopay enrollment, and more
- Drive prompt completion of paperwork and eSign
- Offer educational content to boost satisfaction
Read: How SMS Boosts Customer Onboarding Campaigns
Hi Joe, it's Angie from Treetop Financial. Our app is your one stop shop for your new loan. Download it for free here: treetop.co/5pf89
No problem. Let’s have a quick call to get it working. Can you talk in 10 minutes?
Navigate Loyal Relationships
Increase customer satisfaction and encourage recommended actions for a lasting, valuable financial relationship.
- Build on existing relationship with additional products
- Send content and reminders to support overall financial success
- Resolve common concerns and gain audience insights
Learn More: How To Use SMS Outreach For Customer Education
Hi Jason this is Angie from Treetop Financial. You can leverage the equity in your home to get a loan with a HELOC. Can we call to tell you more?
Of course, please read this article and let me know if you have questions! treetop.co/zJ9oP
Retain More Customers
Engage about missed bills and other barriers safely and empathetically, while saving contact center resources.
- Drive bill payments and autopay
- Increase repayments while maintaining customer experience
- Engage with compliance in mind
Read: How Proactive SMS Fights Involuntary Churn
Hi Joy, this is Angie from Treetop Financial. It seems we may not have received your payment due Jan 15. Can I give you a quick call to help fix this?
Sorry to hear that. You may be eligible for a payment plan option. Are you free now for a phone call?
Consumers Want Real Conversations
Backed by proprietary AI technology, only Drips provides authentic two-way customer engagement on a massive scale.
Platform Overview
