Phones & CallsWealth & Finance● Running at real firms now
Secure Client Texting
Clients text one number; it routes to the right advisor by role and records every message to a compliance audit trail.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Client texts live on personal cell phones — invisible to the firm and impossible to audit.
What it does
✦Clients text one firm number; each message routes to the right advisor or analyst by role
✦Keeps the full conversation and records every message to a compliance audit trail
✦Admins can see any thread and step in when a critical client needs it
What it replaces
Texting from personal phones with no record.
Is it real?
Handling client texting for a regulated wealth-management firm today.
Want to see how this fits your business?