Banking and financial services
Secure, real-time, compliant.
Banks send some of the highest-stakes messages a customer ever receives. A transaction alert, a one-time PIN, a statement. They have to arrive instantly, reach the right person and stand up to an audit. TouchBasePro runs them across email, SMS and WhatsApp on infrastructure built for scale and record-keeping.
The messaging job
Financial messaging splits into two streams. Real-time, security-critical alerts that cannot wait, and regular communication like statements, offers and servicing updates. We handle both with a transactional API fast enough for live alerts and a campaign engine for everything planned, with consent and suppression tracked throughout.
Channels
What to send, and where it lands.
Statements, servicing and offers that land
Send statements and servicing emails through the transactional API, and run segmented product campaigns from the same platform. Per-domain reputation tracking keeps both in the inbox.
- Transactional API for statements, confirmations and alerts
- Segmented campaigns for product and lifecycle marketing
- Webhooks for every delivery state, useful for audit trails
- POPIA and GDPR-aligned consent and suppression built in
SMS
Instant alerts and one-time PINs
For a fraud alert or a login PIN, SMS is the channel that reaches a customer in seconds on any handset. Premium direct routes mean the message does not sit in a queue when it matters most.
- One-time PINs (OTPs) for login, payment and verification
- Real-time transaction and balance alerts
- Fraud and security notifications with fast, direct delivery
- Reaches every handset, no app or data required
Richer servicing conversations
WhatsApp Business API suits servicing that benefits from a thread: a statement request, a card query, a document upload. Meta-verified sending keeps your brand recognisable and trusted.
- Meta-verified sender with approved templates
- Two-way servicing for balance, card and account queries
- Secure document and statement delivery in-thread
- Session handling so conversations pick up where they left off
Also available for banking and financial services
In practice
What that looks like.
Illustrative examples of how a team in this sector can put the channels together.
A retail bank can send a card transaction alert by SMS the instant it clears, then make the full statement available by secure email.
A lender can run a pre-approved offer campaign by email and let customers respond on WhatsApp without leaving the thread.
A financial services provider can send a login one-time PIN by SMS with a voice PIN as the fallback.
Why TouchBasePro
Built for banking and financial services.
Speed when it counts
A transactional API and premium SMS routes built for alerts and one-time PINs that cannot wait in a queue.
An audit trail by default
Webhooks report every delivery state transition, so you can show what was sent, when and whether it arrived.
Compliance baked in
POPIA and GDPR-aligned consent, suppression and unsubscribe handling across every channel.
Reaches every customer
Email, SMS, WhatsApp, voice and USSD on one platform, so you can reach smartphone and feature-phone customers alike.
Questions, answered.
Can you deliver one-time PINs reliably?
Yes. We send one-time PINs (OTPs) over SMS and voice on premium direct routes built for fast, reliable delivery, with a fallback channel if you want one.
Do you keep a record of what was delivered?
Delivery webhooks report every state change for a message, which gives you the trail you need for internal and regulatory audits.
How do you handle consent and opt-outs?
POPIA and GDPR-aligned consent capture, suppression lists and unsubscribe handling are built into the platform across all channels.
Can we reach customers without smartphones?
Yes. Alongside email and WhatsApp, SMS reaches any handset and USSD gives feature-phone customers a self-service menu with no data needed.
See it working for banking and financial services.
30 minutes, your use case, no slideware.