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
Bank customer receiving a suspicious-activity alert with one-tap secure-my-account responses
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.

Security

Suspicious activity alerts

Notify customers about unusual activity with clear details and immediate response options such as "Yes, it was me" or "Secure my account."

Instant notifications

Verification

One-time passcodes

Deliver OTPs through WhatsApp and SMS with channel fallback to keep authentication journeys moving.

Automated fallback

Payments

Payment reminders & confirmations

Keep customers informed about upcoming payments, successful transactions, receipts and other important account activity.

Automated journeys

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.

AI customer support

Answer common questions instantly and provide 24/7 first-line assistance.

Smart routing

Direct customers to the right team based on their request, department or journey.

Live agent support

Give agents the conversation history and context they need before taking over.

Service automation

Automate common requests, follow-ups, confirmations and notifications.

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
One platform

Every customer interaction.

Alerts & Notifications

Keep customers informed when something important happens.

Authentication

Deliver OTPs and verification messages across supported channels.

Customer Support

Combine AI and live agents to handle customer requests more efficiently.

Payments & Reminders

Automate reminders, confirmations and transactional communication.

Campaigns

Reach customers with relevant, approved WhatsApp communication.

Analytics

Track 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
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.

Banking & Financial Services Messaging | DLVRD