Yes You Can Use Text Messaging and Meet FINRA Regulatory Requirements
Text messaging is the most widely used feature or application on a smartphone. Financial services clients use text messaging; perhaps even prefer it, as their means of communication. This introduces concerns for financial services organizations that are required by law to maintain a record of every interaction with a client—both inbound and outbound.
Due to its growth in popularity, the 2017 Electronic Communications Compliance Survey found that 42% of responding firms reported employees have requested to use text/SMS messaging for business purposes this year in comparison to 21% in 2016. However, the survey also found that non-email communications channels (including text/SMS messages) are the top risk concern for financial services compliance professionals.
Fill in the form below to download
Business Messaging that Works as Hard as You Do
Seamless conversations deliver that personal touch across your marketing, sales and service interactions.
Attract 70% More Leads Into Your Marketing Funnel
Profile for personalized campaigns
More leads to sales
Engage More Opportunities to Close 40% More Deals
360° conversation history
Automated rep worklists
Handle 10X more calls
Increase Service Rep Productivity by 7X
Automated customer updates
Handle 10X more cases
Robust Business Messaging Features
Easily create automated messaging campaigns to nurture with drip content, progressively profile leads, promote events and more.
Rep guidance optimizes results from interactive messaging. Guidance, including worklists, automatic alerts, content templates, and custom lists allow your reps to more effectively respond to leads and resolve customer requests.
Truly Salesforce Native
Simple Wizard-Driven Configuration
Converse guides you to automatically manage consent to meet TCPA,GDPR and other regulations. Never worry about opt-ins, opt-outs, or required audit trails. Converse has you covered.
What Our Customers Say
Our customer results say it all. Click here to read our customer success stories.
Schedule a Personal Demo with Our Textperts!
We’ll share Converse solutions for your specific industry and messaging needs.