Fundwise Capital Australia is a financial services company providing tailored funding solutions to small and medium-sized businesses. With over 20 years of combined banking and finance experience, the team has helped many clients secure loans to buy property and assets, refinance, and fund business growth. Their mission: simplify the funding process and help businesses access the capital they need quickly and efficiently.
The Challenge
Fundwise wanted to improve the speed and quality of customer communication during the loan application process.
- Customers often missed important emails.
- Follow-up calls were time-consuming for both staff and clients.
- They needed a fast, reliable, mobile-first way to keep clients informed throughout their funding journey.
The Solution — SMS for Customer Support & Engagement
Fundwise Capital integrated Textiful into their CRM so they could send real-time updates, reminders and alerts straight to the customer's phone — with no apps or forms needed.
Key Use Cases
- Application Status Updates – “Your business loan application is now under review. Estimated approval: 2 business days.”
- Document Reminders – “We’re still missing your bank statements. Upload them here: [link]”
- Appointment Confirmations – “Your funding consultation with John is booked for Wed 3PM. Reply YES to confirm.”
- Feedback Requests – “How would you rate your experience with Fundwise Capital? Reply 1–5.”
Results After 6 Months
After rolling out Textiful-powered SMS, Fundwise saw immediate and measurable improvements:
- Loan processing time reduced by 20%.
- Document submission rates increased by 38%.
- Appointment no-show rate dropped by 45%.
- Customer satisfaction averaged 4.7/5.
- SMS open rate reached 98%.
Customer Feedback
“Using Textiful has been a game-changer for our business. We can instantly capture inquiries via text, sync them into our CRM, and follow up within minutes. The setup was so simple—no apps, no forms needed—and our response rates have gone through the roof. It’s streamlined the entire client onboarding process and made our communication feel much more personal.”
Kien Phan, Director
Fundwise Capital Australia
“The SMS updates from Fundwise made the whole loan process so much easier. I never had to wonder what stage my application was at, and the reminders meant I didn’t miss a single document deadline. It felt personal, fast, and stress-free — I wish every finance company communicated like this!”
Sarah L., Small Business Owner, Melbourne
By shifting loan updates and reminders to SMS, Fundwise removed friction from the funding journey. Clients felt more in control, support tickets went down, and the team could focus on higher-value conversations.
This is a repeatable pattern other financial service providers, brokers, and lenders can follow using Textiful.
