Industry

Salesforce Text Messaging for Financial Services Companies

Mogli brings easy texting to Salesforce. We help financial services teams stay compliant and connected with every conversation logged, searchable, and audit-ready. No manual syncing or compliance exposure. Just seamless, secure communication from inside your org. Protected by Salesforce Shield encryption and built to satisfy FINRA and SEC books-and-records requirements from day one.

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Financial Service Companies That Trust Mogli

Texting App Built for the Way Advisors Actually Work

Your clients expect to hear from you by text. The problem is that most texting tools live outside Salesforce, which means fragmented conversation history, manual data entry, and zero meaningful automation. And for regulated firms, adopting SMS without a compliant archival strategy is a non-starter.

Mogli’s Salesforce SMS app solves all of this. Built on Salesforce, Mogli gives advisors, associates, and client service teams a single place to send, receive, and automate text communications. Every message is logged in Salesforce next to the rest of your data.

See Mogli in Action

Inbound Lead Capture & Inquiry Routing

Increase speed to lead with easy-to-build automated conversations that capture lead information, ask qualifying questions, and route them to the right advisor based on their goals. Responses are logged directly in Salesforce, and any documents they send are attached automatically to their record.

One-on-One Client Conversations

Advisors, associates, and client service teams can send and respond to text messages from anywhere in Salesforce. Mogli Conversation View shows the full history of every text exchange with a client, so the whole team stays on the same page even when multiple advisors share a client relationship.

Automated Notifications, Reminders, & Updates

Automated Notifications

Keep clients informed and advisors in the loop. Leverage Salesforce automations to trigger text notifications to clients about upcoming appointments, renewals, policy changes, and account milestones. Then, automatically alert the right advisor or associate the moment a client texts back. Personalize your outreach using Salesforce merge fields and segment at scale by client type, relationship stage, or any other data in your org.

Appointment & Call Scheduling Via Text

Mogli Scheduler makes it easy for prospects and clients to book their next meeting over text — whether it’s a quarterly review, an onboarding call, or a conversation about a new financial goal. Send invitations, let clients choose a time based on advisor availability, and auto-populate booking pages with existing Salesforce contact data.

Client Satisfaction & Feedback Surveys

Know whether you’re meeting client expectations with automated text surveys using Mogli Form Templates. Build linear or branching surveys, collect responses, and report on the data directly in Salesforce.

We love that it sits directly inside Salesforce, is able to be automated, and it's clean and easy to use.

Micah PetersonTotal Wealth Planning

FAQs About SMS for Financial Services Companies

Is texting effective for financial advisors and wealth managers?

Yes, and increasingly, it’s expected. Text messaging can help financial advisors and wealth managers speed up the onboarding process and maintain stronger client relationships with faster back-and-forth. With a Salesforce SMS app like Mogli, you can reach clients on the channel they actually respond to, and keep accurate, organized records of every conversation.

Check out these SMS engagement stats one of our higher ed clients recently shared with us:

“We recently sent out a bulk message to gather some information and received 93 recipient responses out of a total 99 recipients, which is a 93.94% response rate. 66.7% responded within the first hour, 91% responded within the first five hours, and 92.47% responded the same day. The speed and overall engagement speaks for itself.”

What are the benefits of texting for financial advisors?

Texting helps financial advisors and wealth managers speed up the onboarding process and improve client satisfaction with fast, personalized communications. With Mogli inside Salesforce, you can increase your team’s responsiveness, keep accurate and organized records of all text conversations, and automate high-touch client milestones to maintain positive relationships.

What kind of text messages do financial services professionals send?

Depending on their goals, financial services teams might use SMS to:

Share real-time account updates, market alerts, and renewal reminders
Onboard new clients with keyword-triggered automated conversations
Request and collect documents via MMS
Send one-time passcodes (OTPs) for client portal and banking app access
Coordinate and schedule meetings with clients
Send CSAT and NPS surveys
Flag and escalate restricted advisor communications to compliance managers
Handle inbound inquiries with AI-powered agentic conversations and seamless advisor handoff
Communicate claims statuses and policy changes
Share disclosures and other compliance information

In many cases, Mogli can text-enable your existing VoIP numbers. Ask a Mogli Solutions Expert for more information.

How does Mogli support financial institutions to stay compliant with FINRA and SEC communication archival requirements?

While complying with all relevant laws and regulations is ultimately up to the financial institution, Mogli sets teams up for compliance success with an app that timestamps and stores every message sent or received directly in Salesforce. Because all message data sent via Mogli lives inside Salesforce, it stays in your org, even if you ever were to change SMS providers or leave Salesforce entirely. You're never locked out of your own records.

For firms using third-party archival platforms like Smarsh, a Salesforce-integrated text messaging app like Mogli enables you to automate the export of full message transcripts — including sender identity, timestamps, and MMS attachments — on a configurable schedule for review.

Mogli also supports Salesforce Shield Encryption, allowing organizations to encrypt message data at rest inside Salesforce.

Can Mogli help us build a custom compliance or archival solution? Yes, Mogli’s team of Salesforce SMS experts is here to help financial institutions at every step of their texting journey. For firms with complex archival requirements, Mogli's Professional Services team can scope and build a tailored solution from the ground up. Our Solutions Architects are equipped to handle the technical and regulatory complexity that out-of-the-box configurations can't always address.

Can I send images or attachments with Mogli? Yes, Mogli supports SMS, MMS, and RCS enabling you to send text, images, videos, GIFs, PDFs, and audio files. This is especially useful for sharing disclosures, financial documents, and compliance notices directly in the conversation thread.