Compliant, Consistent Client Communication - At Scale
Equip every advisor, agent, and analyst with pre-approved templates that enforce regulatory language and eliminate compliance risk.
Standardize client correspondence across your organization without changing your existing tools. No integration required.
⭐⭐⭐⭐⭐ 1,700+ Chrome Web Store
reviews
700,000+ people use Text Blaze to end repetitive typing
700,000+ people use Text Blaze to end repetitive typing
SOC 2 Compliant
End-to-End Encryption
No Client Data Stored
FINRA & SEC Ready
Compliance or Speed? Pick Both.
Reduce Compliance Risk
Enforce approved language and required disclosures in every client message. Eliminate communication errors completely
Accelerate Onboarding
Cut client onboarding documentation time by 60% with standardized KYC and account setup templates
Reclaim Advisor Time
Save 40+ hours a month per employee on repetitive client correspondence
Text Blaze allows us to manage all communications of a large support organization that works across multiple markets.
Text Blaze helps increase consistency adherence to process requirements.
Text Blaze helps team members know exactly what to say, what to do, and when to do it.
One of the best productivity plugins for Chrome; has cut our team's support time in half.
Text Blaze helps us not only save time but remove the risk of making mistakes.
From a Customer Support Executive, this app made my life easier!!!
Text Blaze helps us streamline communication and keep it consistent across platforms.
I work in a very busy service department, and this is saving me so much time!
Text Blaze allows us to manage all communications of a large support organization that works across multiple markets.
Text Blaze helps increase consistency adherence to process requirements.
Text Blaze helps team members know exactly what to say, what to do, and when to do it.
One of the best productivity plugins for Chrome; has cut our team's support time in half.
Text Blaze helps us not only save time but remove the risk of making mistakes.
From a Customer Support Executive, this app made my life easier!!!
Text Blaze helps us streamline communication and keep it consistent across platforms.
Automate and standardize financial communications everywhere
An all-in-one platform that turns every team member into a compliant communication expert.
Pre-approved templates
AI-powered drafting
Regulatory compliance
KYC & form automation
Data access
Pre-approved client and internal correspondence in every textbox
Send compliant, personalized messages and internal notes in seconds.
Create centralized, compliance-reviewed templates that enforce approved language automatically while maintaining a personal touch.
Create centralized, compliance-reviewed templates that enforce approved language automatically while maintaining a personal touch.
AI-powered drafting for financial teams
Summarize client call transcripts, draft follow-up emails, or rewrite messages to match your firm's tone and compliance standards with shared AI prompts.
Include CRM data, call notes, and documents as context for accurate, regulation-aware responses.
Include CRM data, call notes, and documents as context for accurate, regulation-aware responses.
Enforce regulatory compliance automatically
Instantly rewrite client-facing drafts to align with SEC, FINRA, and internal communication policies.
Catch compliance gaps, missing disclosures, and errors in real-time before messages reach clients.
Catch compliance gaps, missing disclosures, and errors in real-time before messages reach clients.
Automate KYC forms and account workflows
Auto-populate KYC forms, account applications, and transfer documents across systems - no manual re-entry.
Summarize client notes, PDFs, or call transcripts and push structured data wherever it's needed.
Summarize client notes, PDFs, or call transcripts and push structured data wherever it's needed.
Pull client data into every communication
Incorporate live portfolio data, account details, or CRM records directly into client-facing templates.
Collect structured data from client interactions to feed back into your systems and inform business decisions.
Collect structured data from client interactions to feed back into your systems and inform business decisions.
Text Blaze helped us see increased consistency & alignment as well as increased adherence to process requirements.
Karissa Fiorentino — Text Blaze Coordinator @ Cash App (Read the case study)
Works everywhere you work. No integration required
No change to your current app stack or significant implementation effort required.
Gmail
Microsoft Outlook
Indeed
Salesforce
HubSpot
Zendesk
Intercom
Slack
Jira
Google Docs
Microsoft Teams
Front
Epic
Microsoft Word
Notion
Fits any team size
Improve and simplify processes across your organization without adding extra complexity.
Use everywhere
Use Text Blaze anywhere in Chrome, or outside Chrome with our desktop apps for Windows or Mac.
Safe collaboration
Change notification, content history and commenting.
Admin controls
Centrally manage content and control access and permissions across your team.
Centralized billing
A single subscription for your entire organization.
SAML single sign-on
Simplify your onboarding by allowing members of your organization to join with one click.
Usage reporting and analytics
Understand your team's usage patterns and guide them accordingly.
Teams and default folders
Divide users into teams and set default folders to align content with role.
Privacy and security
We are SOC2 compliant, and we never share your information.
High-touch support
We're always available to help you solve any problem or train your team.
Training and Implementation
Our experts will ensure you're getting the most from Text Blaze.
Unleash your productivity and get more done with Text Blaze.
