Alert every account at once
Upload a file from your core system or pick a list, write the alert, send it now or schedule it. Names, amounts and dates fill in for each account.
0alerts sent this morning
Account alertsfor financialcompanies
Send payment, balance and fraud alerts by text, answer every reply from one shared inbox, and keep a consent record for every customer.
From $49 a month for 1,000 credits. Try it free for 14 days.
Everything you need to send account alerts by text
Every plan includes scheduled alerts, the shared inbox, delivery reports, opt-in records and STOP and HELP handling. Nothing here is an add-on.
One inbox for every reply
Member service answers from the same place. A reply like "NO, not my charge" rises to the top.
DPCan I move my due date?Dana
PKNO, not my charge!Now
LRThanks, payment sentDone
AI writes the first draft
It reads the thread and your saved answers, then suggests a reply. A person always taps send.
Customer: Can I move my payment to the 5th?
SendEdit
Know every alert arrived
Delivered, failed and replied for every send, with the carrier's reason for each failure.
0% delivered, last send
Opt-in you can prove
Customers opt in at account opening, online or by texting a keyword. Each consent is logged with a time stamp, and STOP works the first time.
ALERTS
Harbor CU alerts are on. Reply HELP for help, STOP to cancel. Msg frequency varies.
1,276enrolled in alerts
Hand off a conversation
Route a thread to lending, cards or a branch in one tap. Seats are included in every plan.
AMJTRB
Alerts go out from your verified business number. Replies come back to one place your team can see, and every message is kept on record.
No more account questions stuck on one banker's phone.
What a credit union sends in a week
A worked example on the Concierge plan, not a customer story.
0 of 4,000 credits
MondayPayment reminders go out automatically for loans due this week.180
WednesdayA notice about Saturday online banking upkeep goes to 640 members.640
All weekTwo member service reps answer replies from the shared inbox.210
SaturdayMembers at the branch text ALERTS to turn on card alerts.35
TotalAbout a quarter of the monthly credits, with room for three more weeks like it.1,065
Monthly credits, with seats and contacts already in them
Plans are sold by credits. One credit is one text of up to 160 characters. Unlimited contacts, free inbound texts and your sending number come with every plan, and unused credits roll over for a month.
Front Desk
For one branch or office starting with alerts.
$49 /month
- 1,000 credits a month
- 3 seats
- 2 keywords
- Unlimited contacts, free inbound texts
Billed monthly. Credits roll over one month. Cancel anytime.
Concierge
For lenders and credit unions sending alerts every day.
$139 /month
- 4,000 credits a month
- 10 seats
- 8 keywords
- Unlimited contacts, free inbound texts
Billed monthly. Credits roll over one month. Cancel anytime.
Grand
For several branches or high-volume alert programs.
$299 /month
- 10,000 credits a month
- Unlimited seats
- 20 keywords
- Unlimited contacts, free inbound texts
Billed monthly. Credits roll over one month. Cancel anytime.
Before you start
Do I need a contract?
No. Plans bill monthly and you can cancel from account settings in two clicks. Your plan runs to the end of the month you paid for. Pay yearly and you get two months free.
What if I send more alerts than my plan includes?
Extra credits cost 4 cents each and show on next month's bill. You get an email at 80 percent of your credits. You can also set a cap, though most financial customers leave fraud alerts uncapped.
Can I keep my business phone number?
Yes. You can text-enable an existing landline or toll-free number, or use the toll-free or local number that comes with your plan. We file the carrier registration for you.
Does the AI send messages on its own?
No. It drafts replies and summaries. A person on your team reviews and sends each one.