Introduction
If you’re in financial sales, you’ve probably heard it (or said it):
“We need more leads.”
“We need more staff to follow up.”
“We’re losing deals because we can’t respond fast enough.”
But what if the problem isn’t your team size—or even your leads?
What if your communication method is holding you back?
The top-performing financial sales teams today aren’t hiring more people. They’re getting 5x more replies by working smarter—with SMS automation.
In this post, we’ll break down how they’re doing it, and how you can too.
The Problem with Traditional Follow-Up
Even with a decent CRM and email system in place, most sales teams struggle with:
- Slow follow-ups (especially outside working hours)
- Low email engagement (20% open rate, if you’re lucky)
- Manual workload for every lead interaction
- Inconsistent follow-through (some leads get missed altogether)
It’s not about effort. It’s about leverage.
And the leverage is in automation—specifically, SMS.
Why SMS? Because It Works.
- Open rate: Over 90%
- Response time: Often within 3 minutes
- Read rate: Higher than email, LinkedIn, or voicemail
- Ease of reply: One tap, no login, no form
In short: it gets seen, gets read, and gets replies—fast.
1. Automate First Contact—Instantly
Instead of letting leads sit for hours or days, top teams use SMS to make instant first contact.
Example:
“Hi Alex, thanks for your enquiry. We’ve got a few portfolio options that may suit your goals. Want a quick summary?”
Sent within 2 minutes of form fill or CRM update. No delay. No manual copy-paste.
Result?
You’re first to respond—before your competitors even open their inbox.
2. Build Follow-Up Sequences That Run Themselves
The best financial sales teams have multi-step SMS workflows that:
- Follow up if there’s no reply
- Send relevant product info
- Offer a call booking link
- Nudge the lead gently—but consistently
With WeAreSMS, you can pre-build sequences that trigger on:
- Form submissions
- CRM stage updates
- Link clicks or opt-ins
No extra team required.
3. Segment by Interest and Behaviour
Instead of blasting every lead the same way, high-performing teams segment by:
- Product interest (ISA, VCT, pension, etc.)
- Region (e.g. city-based tax seminars)
- Engagement (clicked but didn’t reply? auto-reminder)
This personalisation leads to higher replies—with zero manual input after setup.
4. Focus Staff Time Only on Engaged Leads
Imagine your team only speaking to people who’ve:
- Replied “YES” to an offer
- Clicked through to a fund page
- Confirmed interest in a call
That’s what SMS automation enables.
You’re not wasting hours chasing cold leads—you’re focusing on warm ones.
5. Extend Your Reach Without Extending Your Team
A team of 2 can behave like a team of 10 when automation does the heavy lifting:
- First contact
- Qualification
- Reminders
- Call booking
One adviser can now handle 3x the pipeline—because 80% of the admin is done automatically.
Bonus: SMS Is Perfect for Time-Poor Clients
Your leads are busy. Executives, retirees, self-employed investors. They don’t want a call, or even an email.
They want:
- A short message
- Sent at the right time
- That they can reply to when it suits them
SMS meets them where they are—and removes friction.
What You Don’t Need
- More junior sales reps
- More cold calls
- More emails no one reads
- More hours in the day
What You Do Need
- A smart SMS strategy
- A compliant, finance-ready platform (like WeAreSMS)
- A simple workflow you can test today
Conclusion
You don’t need more people. You need better tools.
Financial sales teams are getting 5x more replies with SMS automation—not because they’re working harder, but because they’re working smarter.
With WeAreSMS, you can:
- Set up automated follow-ups
- Reach more people faster
- Focus your time on high-quality leads
- Increase your conversion rate—without increasing headcount
Ready to grow without hiring?
Try WeAreSMS and see how much more you can do—with the team you already have.
