Send SMS, Text & WhatsApp from Salesforce

Financial Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent euismod, nisi vel consectetur euismod, nunc nisl aliquam nunc, eget aliquam nisl nunc vel nisl.

● Salesforce Native Messaging ● Message Template

Available on AppExchange →

Placeholder illustration for the Two-Way Messaging Inbox feature

Send SMS, Text & WhatsApp from Salesforce

Financial Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent euismod, nisi vel consectetur euismod, nunc nisl aliquam nunc, eget aliquam nisl nunc vel nisl.

● Opt-Out Management ● Real-Time Message Delivery Status

Book a demo →

Placeholder illustration for the AI Agent Auto-Replies feature

Send SMS, Text & WhatsApp from Salesforce

Financial Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent euismod, nisi vel consectetur euismod, nunc nisl aliquam nunc, eget aliquam nisl nunc vel nisl.

● Incoming Message Notifications ● Schedule Messaging

Salesforce AppExchange Approved →

Salesforce SMS, Text and WhatsApp Messages using Agentforce AI Agent

Financial Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent euismod, nisi vel consectetur euismod, nunc nisl aliquam nunc, eget aliquam nisl nunc vel nisl.

● Agentforce AI Agent Phone Number Assignment ● Human Takeover from Agentforce AI Agent

More information available on Salesforce AppExchange →

Messaging for Financial Services

Placeholder copy. Financial services teams use aismsHouse to respond to leads, chase documents and send account updates over SMS, text and WhatsApp — with the compliance controls and audit trail Salesforce expects.

What we help with

Lead response

Reach new enquiries within seconds, not hours.

Document chase

Automate reminders for outstanding paperwork.

Compliance & audit

Keep a defensible record of every message.

Request for a Discovery Call

Tell us about your messaging challenge and a specialist will be in touch shortly.