Twilio for Financial Services

Client engagement drives profitability. Captivate and keep clients with Twilio

Invest in innovation


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Omnichannel engagement

Customers stick with banks and financial services brands that provide convenience

Companies wm/ith strong omnichannel customer engagement retain 89% of their customers. Twilio integrates with Facebook Messenger, WhatsApp, SMS, Voice, email, and more, so you can meet your customers everywhere with integrated, consistent communication.


See how banks are evolving: Insights from Twilio and IDC

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Security and trust

Consumers expect expert-level security from their banks and financial services companies

In fact, nearly 60% of consumers would stop using a bank after an online breach. We manage information security based on the ISO 27001 framework, so you can ensure data protection, compliance, and confidentiality, and integrate safely with additional technologies for payments, logistics, and commerce.

AI and machine learning

Boost sales productivity with deep, personalized customer insights

Banks that develop customer insights can increase sales productivity as much as 40%. Follow interactions across platforms by integrating your CRM with Twilio. Make processes like account onboarding, trade processing, and financial reporting automated and customer-specific with real-time analytics.

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Personalization

Create engaging, personal banking experiences your customers will love

Engaged customers are happy customers, boosting CSAT by 10 points on average. Deliver on your clients’ unique preferences, at scale, with custom nurture campaigns. Send relevant messages on the channels where your customers are most likely to read and respond to grow customer loyalty and increase customer retention.

Read the e-book

The Rising Cost of Fraud

Learn how the fraud is affecting businesses and the strategies you can take to prevent new account abuse, account takeovers, and transaction fraud.

Use cases


“Twilio’s speed and pace of innovation supports ING’s goal to be the leading, 24/7, always-open bank for the entire world.”

Lead the market. Design your customer engagement solution with Twilio.