Financial Firms Meet Archival Needs with Messaging Platforms

Financial Firms Meet Archival Needs with Messaging Platforms

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 Text Message Surveys to Get Personal with Customers

Use Text Message Surveys to Get Personal with Customers

Customers want personalized, relevant experiences with brands. They say they’re willing to give up personal information to get those experiences, but often don’t follow through. Text messaging is easy, intuitive, and fast. Asking for feedback via SMS can help with your personalization efforts. Online surveys have been around for years. Many brands send emails after […]

Deliver Fast Customer Service with Text Messaging

Deliver Fast Customer Service with Text Messaging

The timeframe expectations for customer response are shrinking. If your customer must wait endlessly to be heard on calls and then has to repeatedly explain the issue to different service agents every time he or she calls, they lose confidence in you. That’s when they look for an alternative. Intelligent text messaging offers the fastest […]