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As a finance business, ensuring client satisfaction and loyalty while safeguarding sensitive information is crucial, and effective communication plays a key role. An all-in-one business communication solution that empowers you to create hyper-personalised, high-impact email and SMS campaigns can help you achieve this!

Always Stay Connected with Vital Updates

FinancialIndustryCampaign img1 | Everlytic | Financial Industry Campaign

Always Stay Connected with Vital Updates

FinancialIndustryCampaign img1 | Everlytic | Financial Industry Campaign

With our bulk messaging feature, you can send high-volume emails and SMSs automatically, ensuring the timely and accurate delivery of important routine messages such as statements, monthly investment portfolio roundups, and password resets. You can easily automate these by using triggers and workflows to send your communication.

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*We will handle your information with care. See our privacy policy for more.

Create Lasting Impressions with Expert Personalisation

Create Lasting Impressions with Expert Personalisation

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Our platform offers you the tools to hyper-personalise your communication. You can use basic personalisation to address your clients by name, segment your datasets to send specific messages to clients in different financial brackets, use dynamic content to show different content pieces to different data segments, or target your messages according to client behaviour or interests.

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*We will handle your information with care. See our privacy policy for more.

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Safeguard Critical Data and Information

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Safeguard Critical Data and Information

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We understand protecting your client data is a top priority. Our platform provides you with security protocols like encryption, secure data storage, access controls and authentication, automated reporting and overall best bulk email and SMS sending practices. We are committed to keep your clients’ data – and your business reputation – safe.

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*We will handle your information with care. See our privacy policy for more.

Add an Additional Robust Layer of Protection

Add an Additional Robust Layer of Protection

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Everlytic offers our clients secure servers. If you need an additional layer of security, our Private Security offering is specifically designed for companies that require their data to be hosted on exclusive and dedicated servers, where custom policies can be applied.

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*We will handle your information with care. See our privacy policy for more.

FinancialIndustryCampaign img4 | Everlytic | Financial Industry Campaign

Five Additional Benefits Our Platform Offers

Efficient Reporting Supports Data Compliance

Everlytic simplifies data compliance reporting with automated tools that generate detailed reports on communication activities. These reports provide insights into who sent what information, when it was sent, and to whom, helping financial institutions demonstrate compliance during audits. Everlytic is POPIA and GDPR friendly.

Controlled Access Keeps Sensitive Data Safe

Implementing robust access control mechanisms and multi-factor authentication (MFA) is vital to allow only authorised access to sensitive communication tools and data on the Everlytic platform.

Advanced System Integration Options for Online Apps

Everlytic offers a Zapier integration that offers your finance business the opportunity to integrate with thousands of popular online apps. Take your multi-channel communication to the next level with intuitive cross-channel workflows, reliable data syncing, and agile transactional messaging on your clients’ preferred channels.

A Dedicated Client Success Team

Our Client Success team are experts when it comes to our all-in-one business communication solution, and can guide you on how to achieve the best results with your email marketing campaigns. Some of our packages include a dedicated Relationship Manager that offers you one point of contact, while all our packages offer you the benefit of free basic and advanced training, as well as IT Support when you need it.

Our Digital Services Team Can Manage Your Campaigns for You

Our team of digital campaign specialists can help your business implement your bulk email and SMS campaigns. Our team excels at creating custom templates and responsive designs, managing, personalising and sending your campaigns, and conducting thorough campaign testing.

The Financial Institutions that Trust Us with their Email and SMS Communication

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How it works

*Dependent on package chosen.

How it works

*Dependent on package chosen.

  • Step 1: Request a Demo
    Our Sales Team will get in touch with you to set up a meeting.

  • Step 2: We Handle the Details
    We handle the scheduling of meetings, questions you may have, and specific integrations you may want so that you can start sending your optimised email and SMS campaigns as soon as possible!
  • Step 3: Collaborate, Create and Excel
    When you become our client, we offer training on our platform to help you maximise the communication potential of your business, as well as a dedicated relationship manager* and Support Team that will be with you every step of the way.

Want to See the Everlytic Platform in Action?

Take your financial services messaging to the next level. With Everlytic’s digital communication platform, you can deliver personalised, timely, and relevant messages that engage clients, build trust, and drive revenue. Get your demo today!

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