CaaS For Financial Services

Using AI-powered text messaging, scheduled calling, and voicemail messages, Drips empowers banks, lenders, and financial services organizations to engage hard-to-reach customers in conversations at scale. With a Conversations as a Service (CaaS) solution, you can build authentic relationships and drive valuable outcomes.
FULL LIFECYCLE ENGAGEMENT

Managed Outreach Solutions

Reach More Customers

Drips lets plans and brokers engage prospective members in real conversions at scale using AI-pStart real conversions to build trust and offer a best-in-class experience. Drips can increase engagement to drive new accounts, loan applications, refinancing, and other valuable outcomes.owered texting and calls.
  • Start meaningful conversations even with busy and hard-to-reach audiences
  • Drive website actions or scheduled calls with agents
  • Leading-edge compliance
Read: Combining SMS And Outbound Dialing For Improved Outreach
Hi David, are you still looking for a lender? We’re ready to help you explore options to secure your new vehicle! Can we give you a call this afternoon?
Our rates are competitive. We’ll need some more info to determine your exact interest rate. Can you talk at 3 PM?

Onboard With Value

Build trust and loyalty with a warm welcome that goes beyond a generic text message.
  • Drive welcome calls, app downloads, autopay enrollment, and more
  • Drive prompt completion of paperwork and eSign
  • Offer educational content to boost satisfaction
Read: How SMS Boosts Customer Onboarding Campaigns
Hi Joe, it's Angie from Treetop Financial. Our app is your one stop shop for your new loan. Download it for free here: treetop.co/5pf89
No problem. Let’s have a quick call to get it working. Can you talk in 10 minutes?

Navigate Loyal Relationships

Increase customer satisfaction and encourage recommended actions for a lasting, valuable financial relationship.
  • Build on existing relationship with additional products
  • Send content and reminders to support overall financial success
  • Resolve common concerns and gain audience insights
Learn More: How To Use SMS Outreach For Customer Education
Hi Jason this is Angie from Treetop Financial. You can leverage the equity in your home to get a loan with a HELOC. Can we call to tell you more?
Of course, please read this article and let me know if you have questions! treetop.co/zJ9oP

Retain More Customers

Engage about missed bills and other barriers safely and empathetically, while saving contact center resources.
  • Drive bill payments and autopay
  • Increase repayments while maintaining customer experience
  • Engage with compliance in mind
Read: How Proactive SMS Fights Involuntary Churn
Hi Joy, this is Angie from Treetop Financial. It seems we may not have received your payment due Jan 15. Can I give you a quick call to help fix this?
Sorry to hear that. You may be eligible for a payment plan option. Are you free now for a phone call?

Consumers Want Real Conversations

Backed by proprietary AI technology, only Drips provides authentic two-way customer engagement on a massive scale.
Platform Overview
FAQS

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See How Drips Can Transform Your Outreach

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