Financial Service Communication Voice and SMS APIs
Thousands of companies use Plivo’s global cloud communications platform and voice and messaging APIs to power their business engagement platforms, including banks, fintechs, trading platforms, and payments businesses.
Why do financial service businesses rely on Plivo APIs for communication?
Data security and privacy
Compliant with PCI DSS standards and GDPR regulations
Data redaction ensures that no PII is exposed.
Data is encrypted with TLS/HTTPS.
Unmatched reliability
Guaranteed 99.95% uptime (99.99% for enterprise plans)
Direct relationships with 1,600+ Tier 1 and local carriers
6 global points of presence
Customer satisfaction
Consultative approach to customer service
98% satisfaction score, highest on G2
Premium support plans available
Benefits of SMS and voice communications for financial services
Enhance customer communications
Send bulk SMS for required disclosures, market holiday notices, and research reports.
Send alerts in the event of technical outages or market movements.
Personalize customer experiences with notifications for things such as low balances, overdrafts, margin calls, and suspicious activity on accounts.
Improve security and enhance office efficiency
Protect private information by requiring two-factor authentication and one-time passwords for financial transactions, including those delivered via mobile apps.
Give incoming callers access to IVR menus that accept both DTMF and speech input.
Keep staff updated on hours, policies, and other information.
Plivo APIs for banks, fintechs, and other financial businesses
Programmatically send and receive SMS and MMS messages.
Interact with customers in your neighborhood, your country, or anywhere in the world via local, toll-free, or short code numbers.
Get consistently high delivery and open rates at any volume or send rate.
Integrate voice calling into your mobile and browser apps.
Offer interactive voice response (IVR) and call forwarding to help callers reach contacts and request documents.
Make, receive, and control calls programmatically.
Frequently asked questions
How does Plivo secure customer data?
Plivo is SOC 2 Type 2 certified and holds a PCI DSS Level 1 certification. We also publish a list of security best practices that you can employ to make your accounts more secure.
Can I use Plivo to send one-time passwords for more secure authentication?
Many of our customers generate and send OTPs through messages sent via our SMS and voice APIs. We’ve written use case guides that walk you through the process of writing code for two-factor authentication (2FA).
Do you offer a cheap alternative to renting a phone number from the phone company?
Zentrunk, Plivo’s SIP trunking service, provides a pure VoIP service for outbound and inbound voice calls. If you’re looking to increase the capacity of your current telecom stack, increase coverage, or extend or replace your on-premises infrastructure, read our Zentrunk guide to get started.
How easy is it to build IVR menus with Plivo?
Easier than you might expect. You can build a system without writing a single line of code by using our PHLO visual design tool, or code it in any of seven languages with the help of a Plivo SDK. We’ve written use case guides that show both approaches.