{"id":31011,"date":"2025-05-22T13:55:00","date_gmt":"2025-05-22T13:55:00","guid":{"rendered":"https:\/\/messagemedia.com\/au\/?post_type=blog&p=31011"},"modified":"2025-05-23T15:14:06","modified_gmt":"2025-05-23T15:14:06","slug":"eofy-financial-services-sms-benefits","status":"publish","type":"blog","link":"https:\/\/messagemedia.com\/au\/blog\/eofy-financial-services-sms-benefits\/","title":{"rendered":"EOFY 2025: How financial services can use SMS to connect with clients"},"content":{"rendered":"\n

Too many clients, not enough time? EOFY can be a challenge for financial services. SMS can help!<\/strong> We’ve talked to Business Growth Expert Caren Hendrie about how financial organisations can juggle hundreds of clients during one of the busiest times of the year. <\/strong><\/p>\n\n\n\n

It\u2019s EOFY and you\u2019re in financial services. Your people are rushed off their feet, you\u2019re trying to tick all the tax boxes for yourself and your clients, you still have to keep up with the day-to-day work \u2013 and clients want to hear from you more than ever. We wouldn\u2019t blame you for feeling a bit overwhelmed.<\/p>\n\n\n\n

How do you cut through the chaos and keep in touch with hundreds of clients, without impacting the other important stuff? We talked to Business Growth Expert Caren Hendrie about the EOFY juggle \u2013 here\u2019s what she had to say.<\/p>\n\n\n\n

1. EOFY and financial services: Focus on personal connections<\/h2>\n\n\n\n

Even in finance<\/a>, which can feel impersonal, clients want to know that you know them, understand their needs, and care about their businesses. According to Caren<\/a>, that desire for connection can\u2019t be understated. \u201cWe should be doing everything we possibly can to connect with clients.\u201d<\/p>\n\n\n\n

When it\u2019s super busy, keeping up with that communication can feel too hard \u2013 but that\u2019s where tech solutions (like SMS<\/a>) can come in handy.<\/p>\n\n\n\r\n

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\r\n \u201cClients need \u2013 and expect \u2013 to hear from their finance people now. If sending text messages can help you do that, I think those are the opportunities you should be looking for.\u201d\r\n <\/p>\r\n <\/div>\r\n \r\n

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Caren Hendrie<\/p>\r\n <\/div>\r\n \r\n

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Business Breakthrough Expert <\/p>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n\r\n <\/div>\r\n <\/div>\r\n\r\n <\/div>\r\n <\/div>\r\n\r\n \r\n <\/div>\r\n \n\n\n

A simple SMS alert or update<\/a>, a reminder about EOFY deadlines, or a message telling clients to get in touch with EOFY queries can all open the lines of communication and keep clients from feeling forgotten.<\/p>\n\n\n\n

2. Buy back precious time<\/h2>\n\n\n\n

We know, we know \u2013 you\u2019re not just busy at EOFY. In most financial service orgs, it\u2019s kind of a year-round issue. But, with the right tech, you can claim some of that precious time back, giving you more hours for relationship-building and other strategic work.<\/p>\n\n\n\n

As Caren explains, automated workflows<\/a> are a must-have. \u201cIf you can automate something 80%, then you can humanise the other 20%,\u201d she says. \u201cIf software can do that 80% for you, why wouldn\u2019t you let it, and redeploy those resources to respond faster and grow your business?\u201d<\/p>\n\n\n\n

At tax time, automation can help you keep in touch with clients without time-consuming phone calls or time-delayed email communication. <\/p>\n\n\n\n

\u201cWe\u2019re using SMS to have instant two-way conversations<\/a> with our clients and send bulk SMS notifications<\/a> when a deadline is approaching,\u201d says Caren.<\/p>\n\n\n\n

Being able to send a reminder to thousands of clients in literal seconds? Game-changer.<\/p>\n\n\n\r\n

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\r\n Automate your conversations <\/h2>\r\n\r\n

Try Sinch MessageMedia for 14 days for free, and take our SMS automation features for a spin.<\/p>\r\n\r\n

\r\n Start texting for free<\/a> <\/div>\r\n <\/div>\r\n <\/div>\r\n \r\n
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