All The Templates You’d Ever Need to Send

SMSes For Your Finance Business

If you work in a bank or run a financial services business, this document contains all the
message templates you’d ever need to sell, serve and communicate with your customers via
SMS, voice, or WhatsApp.

Whether it’s security, payments, OTPs, alerts and notifications, promotion, account
management, etc.

Each template comes with an example message. So all you need to do is copy, tweak, and use.

Use the table of content to navigate to the template you need.

Happy texting!

Here’s what happens when you use SMSCountry to

send SMS, voice or WhatsApp messages
✅
✅ Your messages get delivered in 3 seconds

✅ Your messages get to your customers wherever they are

✅ When you need help, our support team is there 24/7

You can focus on other parts of your business with confidence

“We were frustrated with Twilio and Alibaba’s SMS API services until we
found SMSCountry via a quick Google search. SMSCountry provides fast
OTP SMS delivery and great customer support. Much recommended”
– Gaurav Aggarwal, Director, Kavya Digital Solutions

Delight your customers today with SMSCountry

www.smscountry.com
 Table of contents
SMS Template for Welcome Message

SMS Templates for Account Status Notifications

SMS Templates for OTP Messages

SMS Templates for Transaction Notifications

SMS Templates for Promotional SMS

Fraud and Security Notifications

Account management notifications

Bill payment notifications

SMS Templates for Insurance Companies

SMS Templates For Investment Companies

SMS Templates EMI Messages

SMS Templates for Customer Service

SMS Template for Welcome Message

SMS Template: Thank you for subscribing to receiving SMSes from {Business Name}. You will
receive alerts via SMS. Login here to change preferences anytime: {Website Link}

Sample SMS: Thank you for subscribing to receiving SMSes from ABC Digital. You will receive
alerts via SMS. Change your preferences anytime: ABCDigital.com/SMS

www.smscountry.com
 SMS Templates for Account Status Notifications

Account Activation Confirmation

SMS Template: Dear Customer, your {Business Name} account has been successfully
activated on {activation date}. Welcome to our service!

Sample SMS: Your ABC Digital account has been successfully activated on 17/04/2023.
Welcome to our service!

Account Deactivation Confirmation

SMS Template: Dear Customer, Your {Business Name} account has been deactivated on
{deactivation date}. Thank you for using our service.

Sample SMS: Dear customer, Your ABC Digital account has been deactivated on 17/04/2023.
Thank you for using our service.

Account Suspension Notification

SMS Template: Your {Business Name} account has been suspended on {suspension date} due
to {reason}. Please contact customer service for assistance.

Sample SMS: Your ABC Digital account has been suspended on 17/04/2023 due to suspicious
activity. Please contact customer service for assistance.

Account Reactivation Notification

SMS Template: Your {Business Name} account has been reactivated on {reactivation date}.
Thank you for your patience.

Sample SMS: Your ABC Digital account has been reactivated on 17/04/2023. Thank you for
your patience.

Account Closure Notification

www.smscountry.com
SMS Template: Your {Business Name} account has been closed on {closure date}. We regret to
see you go.

Sample SMS: Your ABC Digital account has been closed on 17/04/2023. We regret to see you
go.

Are you already using Twilio, Messagebird, Telesign, Infobip, MSG91, etc?

Switching to SMSCountry is as easy as A-B-C

A. Speak to our team or sign up for free

B. Set up your account, install our plugin or integrate our API
C. Import your contacts using a CSV file

And you’re set to go!

“They (Twilio) gave us the code to integrate into our app, but we didn’t get any
success from the code. We tried to reach them for help for 3 months in vain.
So we left them. But we got great support from the SMSCounty technical
team." – Gaurav Aggarwal, Director, Kavya Digital Solutions

Make the switch today.

Or add SMSCountry as a backup for emergencies

SMS Templates for OTP Messages

OTP for App/Account Login

SMS Template: {OTP Number} is your one-time password to log in to your {Business Name}
account. Do not share this password with anyone.

Sample SMS: 548967 is your one-time password to log in to your ABC Digital account. Do not
share this password with anyone.

www.smscountry.com
OTP for Online Transaction

SMS Template: Use OTP {OTP Number} to complete your online transaction through {Business
Name}. The OTP expires in 7 minutes.

Sample SMS: Use OTP 596678 to complete your online transaction through ABC Digital. The
OTP expires in 7 minutes.

OTP for Password Reset

SMS Template: Use OTP {OTP Number} to reset your password for {Business Name}. The
OTP expires in 5 minutes.

Sample SMS: Use OTP 459876 to reset your password for ABC Digital. The OTP expires in 5
minutes.

SMS Templates for Transaction Notifications

Deposit Confirmation

SMS template: You deposited {transaction amount} into your {Company Name} account. Date:
{transaction date}. Your current balance is {current balance}

Sample SMS: You deposited $1000 into your ABC account. Date: 17/04/2023. Your current
balance is $5000.

Transfer Confirmation

SMS template: You have {transaction type} ${transaction amount} to {recipient name} on
{transaction date}. Your current balance is {current balance}.

Sample SMS: You have transferred $200 to John Doe on 17/04/2023. Your current balance is
$4300.

www.smscountry.com
Low Account Balance Alert

SMS template: Your account balance is {account balance}. Please ensure sufficient funds to
avoid {fee}.

Sample SMS: Your account balance is below $1000. Please ensure sufficient funds to avoid
overdraft fees.

Withdrawal Confirmation

SMS template: You have {transaction type} ${transaction amount} on {transaction date}. Your
current balance is {current balance}.

Sample SMS: You have withdrawn $500 on 17/04/2023. Your current balance is $4500.

Bill Payment Confirmation

SMS template: Your {transaction type} of ${transaction amount} on {transaction date} has been
successful.

Sample SMS: Your bill payment of $100 on 17/04/2023 has been successful.

SMS Templates for Promotional SMS

Refer a Friend SMS

SMS Template: Invite your friends to [company name] and earn a referral bonus of [amount]
when they sign up using your unique code. Your unique code is [CODE].

Sample SMS: Invite your friends to XYZ Bank and earn a referral bonus of $50 when they sign
up using your unique code. Your unique code is REFERME2.

Boost Your Earnings SMS

SMS Template: Refer more friends and earn more rewards with [company name]. For every
[number] successful referrals, get an additional bonus of [amount].

www.smscountry.com
Sample SMS: Refer more friends and earn more rewards with ABC Bank. For every 3
successful referrals, get an additional bonus of $100.

Fraud and Security Notifications

Login from Unrecognized Device Notification

SMS Template: A login attempt was made from an unrecognized device on {date}. If this was
not you, please contact customer service immediately.

Sample SMS: A login attempt was made from an unrecognized device on 12/04/2023. If this
was not you, please contact customer service immediately.

Account Access Notification

SMS Template: Your account was accessed from {location} on {date}. If this was not you,
please contact customer service immediately.

Sample SMS: Your account was accessed from New York on 11/04/2023. If this was not you,
please contact customer service immediately.

Unauthorized Transaction Alert

SMS Template: We have detected an unauthorized transaction on your account. Please contact
customer service immediately to report the incident.

Sample SMS: We have detected an unauthorized transaction on your account. Please contact
customer service immediately to report the incident.

Suspicious Activity Alert

SMS Template: We have detected suspicious activity on your account {UserName}t. Please
contact customer service immediately to resolve the issue.

www.smscountry.com
Sample SMS: We have detected suspicious activity on your account John123. Please contact
customer service immediately to resolve the issue.

Password Reset Confirmation

SMS Template: Your account password has been reset on {reset date}. If you did not authorize
this change, please contact customer service immediately.

Sample SMS: Your account password has been reset on 17/04/2023. If you did not authorize
this change, please contact customer service immediately.

Humanise every SMS, voice and WhatsApp

message you send to your customers

✅
With our web platform, SMS plugins or API you,

✅ Get all you need to personalise your messages

✅
✅
Send SMSes at a super affordable rate
Send fast, secure messages that always get delivered
Always get help when you need it

“SMSCountry gives us the best SMS services at a reasonable price, with

immediate responses from their team whenever we need help. Issues are
resolved in a maximum of one day. We’ve decided to stay with SMSCountry.
- Nageswara Rao, Superintendent, GITAM University

Run your business with reliable communication

Account Lockout Notification

SMS Template: Your account has been temporarily locked due to multiple unsuccessful login
attempts. Please contact customer service to unlock your account.

www.smscountry.com
Sample SMS: Your account has been temporarily locked due to multiple unsuccessful login
attempts. Please contact customer service to unlock your account.

Account management notifications

Account Balance Notification

SMS Template: Your current account balance is {balance} as of {date}. Thank you for banking
with us.

Sample SMS: Your current account balance is $5000 as of 17/04/2023. Thank you for banking
with us.

Loan Repayment Reminder

SMS Template: Your loan repayment of {amount} is due on {date}. Please ensure timely
payment to avoid late fees.

Sample SMS: Your loan repayment of $500 is due on 15/04/2023. Please ensure timely
payment to avoid late fees.

Account Update Notification

SMS Template: Your account information has been updated on {update date}. Please contact
customer service if you did not authorize this change.

Sample SMS: Your account information has been updated on 14/04/2023. Please contact
customer service if you did not authorize this change.

Account Statement Notification

SMS Template: Your monthly account statement for {month} is available for download on our
website. Thank you for banking with us.

www.smscountry.com
Sample SMS: Your monthly account statement for March 2023 is available for download on our
website. Thank you for banking with us.

Bill payment notifications

Bill Payment Confirmation Notification

SMS Template: Your bill payment of {amount} to {company name} has been processed on
{date}. Thank you for using our services.

Sample SMS: Your bill payment of $100 to XYZ Company has been processed on 10/04/2023.
Thank you for using our services.

Bill Payment Reminder Notification

SMS Template: Your bill payment of {amount} to {company name} is due on {date}. Please
ensure timely payment to avoid late fees.

Sample SMS: Your bill payment of $200 to ABC Company is due on 20/04/2023. Please ensure
timely payment to avoid late fees.

Bill Payment Decline Notification

SMS Template: Your bill payment to {company name} has been declined. Please ensure
sufficient funds are available to make the payment.

Sample SMS: Your bill payment to XYZ Company has been declined. Please ensure sufficient
funds are available to make the payment.

Bill Payment Overdue Notification

SMS Template: Your bill payment of {amount} to {company name} is overdue. Please make the
payment at the earliest to avoid any disruptions in services.

www.smscountry.com
Sample SMS: Your bill payment of $300 to XYZ Company is overdue. Please make the
payment at the earliest to avoid any disruptions in services.

SMS Templates for Insurance Companies

Insurance Policy Renewal SMS

SMS Template: Your insurance policy [policy number] is due for renewal on [date]. Please
renew your policy to continue enjoying uninterrupted coverage.

Sample SMS: Your insurance policy XYZ12345 is due for renewal on 30/04/2023. Please renew
your policy to continue enjoying uninterrupted coverage.

Insurance Expiry SMS

SMS Template: Your insurance policy [policy number] is expiring on [date]. Renew your policy
now to continue enjoying uninterrupted coverage.

Sample SMS: Your insurance policy XYZ12345 is expiring on 30/04/2023. Renew your policy
now to continue enjoying uninterrupted coverage.

Insurance Claim Approval SMS

SMS Template: Your insurance claim with claim number [claim number] has been approved.
The payment will be credited to your account within [number] days.

Sample SMS: Your insurance claim with claim number ABC12345 has been approved. The
payment will be credited to your account within 7 days.

Retirement Planning SMS

SMS Template: Plan for your retirement with [company name]. Get personalized advice and
consultation on your pension and retirement savings.

www.smscountry.com
Sample SMS: Plan for your retirement with XYZ Bank. Get personalized advice and consultation
on your pension and retirement savings.

Pension Update SMS

SMS Template: Your pension account has been updated. View your latest balance and
contribution report on [company name] website or app.

Sample SMS: Your pension account has been updated. View your latest balance and
contribution report on ABC Bank website or app.

SMS Templates For Investment Companies

Investment Portfolio Update SMS

SMS Template: Dear [Client Name], your investment portfolio has gained [X]% over the past
quarter. Contact us to discuss your investment strategy.

Sample SMS: Dear John, your investment portfolio has gained 7.8% over the past quarter.
Contact us to discuss your investment strategy.

Market Trends and Insights

SMS Template: Dear [Client name], [X index] has increased by [Y]% this month, driven by
[insert reason]. Contact us to discuss your investment strategy.

Sample SMS: Dear John, APU index has increased by 9% this month, driven by a foreign
merger. Contact us to discuss your investment strategy.

New Investment Opportunities

www.smscountry.com
SMS Template: Dear [Client name]! We have identified a potential investment that aligns with
your investment goals and risk tolerance. Contact us for more information.

Sample SMS: Dear John! We have identified a potential investment that aligns with your
investment goals and risk tolerance. Contact us for more information.

Retirement Planning Reminder

SMS Template: {Client Name}, It's never too early to start saving for retirement. Contact us to
discuss your retirement plan.

Sample SMS: John! It's never too early to start saving for retirement. Contact us to discuss your
retirement plan.

Stock Decrease Alert

SMS Template: Dear [Client Name], [Stock name] stock has decreased by [X]% over the past
week. Contact us to discuss your portfolio strategy.

Sample SMS: Dear John, APU stock has decreased by 13% over the past week. Contact us to
discuss your portfolio strategy.

Investment Performance Recap SMS

SMS Template: [Client Name], Over the past [period], your investment portfolio has gained
[X]%. Contact us to discuss your investment strategy.

Sample SMS: John Over the past 1 year, your investment portfolio has gained 7.9%. Contact
us to discuss your investment strategy.

Investment Seminar Invitation SMS

SMS Template: Join us for an investment seminar on [insert topic]. Register now to secure your
spot: [Registration Link]

Sample SMS: Join us for an investment seminar on [insert topic]. Register now to secure your
spot: bit.ly/artUSsn

www.smscountry.com
Risk Assessment Reminder

SMS Template: {Client Name}, It's important to reassess your risk tolerance periodically.
Contact us to review your investment strategy.

Sample SMS: John, It's important to reassess your risk tolerance periodically. Contact us to
review your investment strategy.

SMS Templates EMI Messages

EMI Bounce Message

SMS Template: Your EMI payment of [amount] due on [date] has been declined due to
insufficient funds. Please ensure sufficient funds are available to avoid late fees.

Sample SMS: Your EMI payment of $300 due on 15/04/2023 has been declined due to
insufficient funds. Please ensure sufficient funds are available to avoid late fees.

EMI Message

SMS Template: Your EMI of [amount] for [product name] is due on [date]. Please ensure
sufficient funds are available in your account for a hassle-free payment experience.

Sample SMS: Your EMI of $200 for your laptop purchase is due on 15/05/2023. Please ensure
sufficient funds are available in your account for a hassle-free payment experience.

SMS Templates for Customer Service

Complaint Acknowledgement SMS

SMS Template: Thank you for registering your complaint with [company name]. Your complaint
number is [Complain Number]. You should receive a response in [number] working days.

Sample SMS: Thank you for registering your complaint with ABC Banking. Your complaint
number is 0765. You should receive a response in 2 working days.

www.smscountry.com
Service interruption SMS

SMS Template: Dear customer! We're experiencing a temporary service interruption. Our teams
are working to resolve the problem. We’ll update you when the service is restored.

Sample SMS: Dear Customer! We're experiencing a temporary service interruption. Our teams
are working to resolve the problem. We’ll update you when the service is restored.

Service Maintenance SMS

SMS template: Dear customer, Our services will temporarily be unavailable from 2 {Start Time}
to {End Time} for maintenance. We apologize for the inconvenience.

Sample SMS: Dear customer, Our services will temporarily be unavailable from 2 am to 6 am
for maintenance. We apologize for the inconvenience.

Request for Feedback SMS

SMS Template: Dear customer, your feedback is important to us. Please rate your recent
experience with our customer service on a scale of 1 to 5, where 1 is poor and 5 is excellent.

Sample SMS: Dear customer, your feedback is important to us. Please rate your recent
experience with our customer service on a scale of 1 to 5, where 1 is poor and 5 is excellent.

www.smscountry.com
 Delight Your Customers via SMS, Voice and WhatsApp
Messages with SMSCountry

SMSCountry is:

✅ Fast
✅ Secure
✅ Reliable
✅ Affordable and
✅ Always online
Here’s the experience of businesses like you:

“SMSCountry gives us the best SMS services at a reasonable price, with immediate
responses from their team whenever we need help. Issues are resolved in a maximum of one
day. We’ve decided to stay with SMSCountry.”
- Nageswara Rao, Superintendent, GITAM University

“SMSCountry has been a significant help for our school in Betul. As a rural area, we faced the
challenge of reaching all parents with important updates and information via email. However,
with SMSCountry's SMS services, we can now communicate with all parents effectively.”
- Ranveer Bais, Manager of Unique higher secondary school

“SMSCountry offers a simple and user-friendly UI/UX with a dynamic dashboard that provides
information in the most accessible format. We use SMS to share critical information with our
customers, from sending discounts to updates on our shop. After finding SMSCountry via web
search 7 years ago, we never stopped using it.”
- Ambrish Kumar Dixit, from Atul Jewellers

Whether you want to use our web platform, API, or SMS plugins, the experience is the
same. Excellent. No matter your business size.

www.smscountry.com