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Features > SMS and social messaging

Familiar channels. Personal connections.

Connect with account holders through SMS, WhatsApp, and Facebook Messenger. Make everyday questions an opportunity for personal service.

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SMS and social messaging at a glance

More ways to reach your team

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SMS messaging

Give account holders a familiar way to connect by text.
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WhatsApp

Offer personal support through WhatsApp conversations.
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Facebook Messenger

Respond to questions through your institution’s Facebook Messenger channel.
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Employee conversations

Bring supported messaging channels into the Lynq® employee experience.
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SMS templates

Prepare reusable messages with variables for personalized details.
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Scheduled SMS campaigns

Organize SMS messages into a scheduled series of follow-ups.

How SMS and social messaging works

Turn everyday questions into conversations

Connect through familiar channels and guide account holders toward the right support.
  1. An account holder messages your institution through SMS, WhatsApp, or Facebook Messenger
  2. An employee responds through Lynq
  3. When more account-specific information is needed, the employee can direct the account holder to signed-in messaging
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Designed for better service

Easier to reach. Ready to help.

Make familiar messaging channels a convenient starting point for personal support.

For account holders

Ask through a familiar channel

Connect with your institution through text or social messaging for everyday questions and guidance.
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For employees

Bring the conversation into your workflow

Respond through Lynq, with the messaging channel identified alongside the conversation.
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For managers

Give follow-up a consistent structure

Use SMS templates and scheduled campaigns to organize repeatable communication around your institution’s priorities.
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Connected support

Match the support to the request

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Go deeper in signed-in messaging

Encourage account holders to continue in online or mobile banking when their request calls for more detailed, account-specific support.
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Talk through the question

Offer phone-based Voice support when a conversation would be more helpful than an exchange of messages.
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Connect face to face

Offer video banking when a more personal discussion would help.

Built for financial institutions

Trust is part of the experience

SMS and social messaging are unauthenticated channels. Guide account holders to signed-in messaging when more detailed account-specific support is needed.
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SOC 2 Type II controls

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Retention aligned with your policies

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A clear path to signed-in support

Connected capabilities

Frequently asked questions

Which messaging channels are supported?
SMS, WhatsApp, and Facebook Messenger are supported. Your institution can work with our team to confirm its channel configuration.
Are these conversations authenticated?

No. SMS, WhatsApp, and Facebook Messenger are unauthenticated channels. Employees can direct account holders to the authenticated messaging experience in online or mobile banking when needed.

Can we schedule SMS messages?
Yes. SMS campaigns can use templates and schedule a series of messages over multiple days. Each campaign uses a single channel.
How is conversation retention handled?
Conversation retention follows your institution’s configured policies.

Make it easier to start a conversation

Explore how SMS and social messaging can support your account holders and fit the way your team works.

Talk with our team

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