Financial Services

    Financial services: send compliant SMS without crossing CFPB lines.

    Banks, lenders, fintech, and wealth managers face TCPA + CFPB + state UDAAP rules on every text. We give you the consent record bank examiners and plaintiff firms both need.

    $1,500
    Per-text TCPA fine
    CFPB-ready
    PDF certificate format
    Real-time
    Reassigned-number checks

    The Compliance Gaps That Cost You

    Common risks financial services businesses face every day.

    1

    Loan servicing texts go out without express written consent on file

    2

    Marketing promos for refinance / new accounts trigger TCPA suits

    3

    Collection texts sent to numbers no longer owned by the original consenter

    4

    Compliance team can't produce timestamped consent during examiner reviews

    How OptInFix Solves This

    Purpose-built for financial services compliance.

    Examiner-grade evidence

    Hash-locked, timestamped, IP-logged consent record produced as a PDF in seconds — the exact format CFPB and state examiners expect.

    Per-product consent separation

    Capture distinct consent for marketing vs. servicing vs. collections so a single revocation doesn't cripple operational SMS.

    Reassigned-number guard

    Suppression workflow includes reassigned-number checks so you don't text the wrong consumer when a line transfers.

    Multi-brand for fintech stacks

    One account manages consent for multiple sub-brands or product lines under the same parent.

    Ready to Protect Your Financial Services Business?

    Set up in under 2 minutes. No credit card required. Cancel anytime.