Financial services
Make banking spark joy
Take the pain out of life's big financial moments. Power fast, personalized experiences that deliver exactly what clients need, backed by fraud protection for peace of mind.
Turn conversations into loyalty
Combine smooth omnichannel digital banking with a personal human touch. Discover why 8 of the top 10 US banks by assets rely on Twilio to connect with their clients.
Protect client accounts from fraud
Proactively defend against account takeovers, SMS pumping, and impersonation fraud while keeping the client experience seamless.
Never miss a client milestone
Earn lasting loyalty with connected data that remembers every key milestone in your clients' financial lives.
Cut support costs with self-service
Give clients quick answers to everyday questions. AI-powered virtual assistants handle routine tasks like balance checks, loan status updates, and routing numbers so live agents can focus on complex support where human connection matters most.
Works with your existing stack
Legacy infrastructure? No problem. Twilio’s open platform painlessly integrates into your current architecture without complex rebuilds or added tech debt.
hours saved in wait time
growth in customer engagements per month
increase in kept appointment rates
for passcodes to reach customers globally
Tailor every financial journey
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Fraud detection and prevention
Twilio blocks malicious actors by screening phone numbers at signup, verifying SIM ownership, and stopping SMS pumping altogether.
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Recognizable branded communications
Combat impersonation fraud and boost answer rates by displaying your verified name, logo, and call reason so clients know it’s really you before they pick up.
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Omnichannel customer care
Power seamless banking support with Twilio. Unify every channel, preserve interaction context, and empower agents with a single view of the customer journey.
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Configurable account and transaction alerts
Drive loyalty with configurable alerts that give clients full visibility into their finances, such as deposits, low balance warnings, and transaction confirmations.
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Personalized engagement
Orchestrate personalized banking journeys with unified customer profiles to reach clients on their preferred channels to boost satisfaction and growth.
Nubank pioneers digital-first banking
To support its rapidly expanding user base, Nubank leveraged Twilio to unify its communication channels, giving support agents deep analytical insights and the flexibility to quickly adapt call flows and emergency routing in real time.
new customers per month
customer hours saved from wait time
NPS score
UnionBank scales self-service
By transitioning to a fully cloud-based contact center powered by Twilio, UnionBank transformed its customer support operations — delivering faster resolution times, effortless self-service, and a seamless digital banking experience.
self-service automation in contact center
increase in digital customer service options
more self-service features through IVR
Maps Credit Union modernized mobile banking
By integrating Twilio’s Messaging APIs, Maps Credit Union enabled real-time SMS notifications and account updates for all of its members, delivering a low-friction mobile banking experience built on reliable communication in real time.
reduction in SMS costs
reduction in short code costs
members
Secure and compliant by design
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Safeguard sensitive financial data with proactive threat detection and resilient infrastructure, supported by security certifications and regular external audits.
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Keep sensitive financial data secure, accurate and aligned to regulatory requirements with Twilio’s best-in-class data protection and built-in security controls.
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Meeting global telecom regulations and KYC mandates is complex. We handle the hard parts so you can expand into new markets and protect your brand reputation.
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Securely deliver time-sensitive financial communications across channels with Twilio’s flexible, resilient, and scalable infrastructure.
Ready to transform your client experience? Let’s talk.
Partner with us to build the digital banking experience your clients deserve. Discover how our platform elevates customer experiences across every financial touch point.