Firms Reduce Compliance Risk with SMS Financial Messaging

Firms Reduce Compliance Risk with SMS Financial Messaging

While email still has the lion’s share of a financial firm’s business communications, social media and text messaging are growing in importance to both advisors and investors in how they conduct business. This shouldn’t be surprising given that 30% of financial advisors are Millennials, while another 44% belong to Generation X. It’s not just your […]

Use Messaging to Engage Financial Clients the Way They Want

Use Messaging to Engage Financial Clients the Way They Want

Your financial services clients want to know they can reach out to you and get a response, whenever they need one. That’s why they so often send quick text messages to ask a question or make a request. A recent study by J.D. Powers found that 80% of Americans text regularly, but only 10% of […]