Banking & Financial Services

When money moves, communication needs to keep up.

From fraud alerts and OTPs to payment reminders, service requests and customer support, DLVRD brings critical financial communication into one secure, connected platform.

  • Secure communication
  • Real-time notifications
  • Controlled access & audit trails
A banking app with balance, payment confirmation and recent activity, linked to messaging, voice, SMS and notifications
Time-critical communication

The messages your customers cannot afford to miss.

Deliver important communication across WhatsApp and SMS, track every interaction, and use channel fallback when needed.

Customer service

Give customers a faster way to get things done.

Bring WhatsApp, calls, social channels and other customer touchpoints into one platform, with AI handling repetitive requests and live agents stepping in when needed.

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CBCedar BankBusiness account
Built for controlled customer communication

Give your teams access without giving up control.

Financial conversations can contain sensitive customer information. DLVRD gives organizations the controls needed to manage how teams access conversations, customer information and communication history.

  • Role-based access controls
  • SSO & 2FA
  • Phone number masking
  • Conversation history
  • Exportable audit trails
  • Department-level permissions
Roles & permissionsWorkspace settings
PermissionAdminSupervisorAgent
Reply to conversationsOwn team
See every department
Export reports
Edit message templates
Add and remove users
Change security settings
One platform

Every customer interaction.

  • Alerts & NotificationsKeep customers informed when something important happens.
  • AuthenticationDeliver OTPs and verification messages across supported channels.
  • Customer SupportCombine AI and live agents to handle customer requests more efficiently.
  • Payments & RemindersAutomate reminders, confirmations and transactional communication.
  • CampaignsReach customers with relevant, approved WhatsApp communication.
  • AnalyticsTrack conversations, agent activity and customer journeys from one place.

Your customers already use the channels. Make every interaction connected.

Talk to our financial services team
Vaya, DLVRD's assistant, presenting a results dashboard
FAQ

Frequently asked questions

What do banks use DLVRD for?

Time-critical and verified customer communication: fraud and transaction alerts, one-time passwords, payment and repayment reminders, and customer support. These run on verified channels so the customer can tell a genuine message from an impersonation attempt.

Why does a verified channel matter in financial services?

Because financial messages are the ones criminals most want to imitate. Sending from a verified business profile on an official channel gives the customer a reliable signal that the message is from their bank, which is what makes alerts and one-time passwords trustworthy enough to act on.

How is access to customer conversations controlled?

Through role-based and department-based permissions, so staff see only the conversations their role requires, supported by audit records of platform activity for internal and regulatory review.

Can DLVRD send one-time passwords and transaction alerts?

Yes. Time-critical notifications including OTPs and transaction alerts are a core use case, and they can be triggered directly from connected banking systems rather than sent by hand.