Leading financial services companies trust Twilio’s customer communications solutions
Virtual banking communications
8 of the top 10 banks in the U.S. (by assets) use Twilio as their customer engagement provider*.
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“Personal touch” engagements powered by first-party customer data
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Virtual banking so customers can conveniently bank from anywhere
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Virtual appointments to make visiting the branch more efficient
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A communications hub to supercharge customer service
*Based on Twilio internal data as of December 2022
![UI showing OWL banking customer service and virtual bank account information UI showing OWL banking customer service and virtual bank account information](/https/www.twilio.com/content/dam/twilio-com/global/en/solutions/financial-services/use-case_banking.png/_jcr_content/renditions/compressed-original.webp)
Personalized experiences for insurance customers
9 of the top 10 U.S. insurers use Twilio (PNC and life insurance, by premiums written and market share)*.
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Data-driven communications to deliver empathy at scale
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Faster speed-to-lead gets your offer to interested customers first
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Alerts and notifications keep customers informed about their digital claims
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Compliant communications between sales agents and prospects, agents and customers
*Based on Twilio internal data as of December 2022
![UI showing data-driven and compliant communications between insurance sales agents and prospective policy holders UI showing data-driven and compliant communications between insurance sales agents and prospective policy holders](/https/www.twilio.com/content/dam/twilio-com/global/en/solutions/financial-services/use-case_insurance.png/_jcr_content/renditions/compressed-original.webp)
Secure and convenient client engagement
Morgan Stanley uses Twilio to help Financial Advisors deepen and broaden their client relationships with compliant text messaging as part of their client communications.
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Compliant communications through customers’ channels of choice
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Appointment scheduling, confirmation, cancellation, or rescheduling via SMS, voice, portals, or triggered calls
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Seamless authentication for new and existing clients in milliseconds
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Personalized engagement through data-driven communications
![UI showing appointment scheduling and confirmation within the OWL financial App UI showing appointment scheduling and confirmation within the OWL financial App](/https/www.twilio.com/content/dam/twilio-com/global/en/solutions/financial-services/use-case_wealth-management.png/_jcr_content/renditions/compressed-original.webp)
Innovative digital banking experiences
Twilio powers digital banking transformation for fintechs. Nubank has saved customers over 113M hours in wait times with Twilio Flex.
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First-party customer data for relevant, personalized experiences
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Customer interactions across any channel, such as SMS, voice, and chatbot
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Multichannel, integrated customer service contact center
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Fast and easy authentication for new and returning users
![UI showing a customer’s messaging conversation with an agent about the approval of a 529 plan UI showing a customer’s messaging conversation with an agent about the approval of a 529 plan](/https/www.twilio.com/content/dam/twilio-com/global/en/solutions/financial-services/use_case_fintech.png/_jcr_content/renditions/compressed-original.webp)
Secure payments communications
Twilio works with top cross-border payments companies globally. Stripe verifies millions of users with Twilio for secure payments.
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Communications tailored to individual customer preferences at scale
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Payment confirmations delivered via alerts and notifications
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Frictionless authentication for new and returning customers in milliseconds
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Communications on customers’ channel of choice, including SMS and Whatsapp
![UI showing payment confirmations delivered via alerts, notifications and communications on customer’s channel of choice UI showing payment confirmations delivered via alerts, notifications and communications on customer’s channel of choice](/https/www.twilio.com/content/dam/twilio-com/global/en/solutions/financial-services/use_case_payments.png/_jcr_content/renditions/compressed-original.webp)