Communicate with 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 a quick text message to ask a question or make a request.

Thanks to SMS-Magic, you can respond quickly to their messages, whether you’re in your office or on the go.

In the office, you can use the SMS-Magic Converse Desktop to easily manage and respond to every client message, regardless of the volume.

Converse in the Office

In your office, you’ll have access to your Converse Desktop on your laptop or computer.

This intuitive, intelligence Desktop sorts and filters conversations for you, making it a snap to quickly locate and respond to messages from a variety of different clients.

  • You can filter leads and customers any way you want, to find the specific conversation you want quickly.
  • You can set alerts so that you are notified the moment a new message is received. That makes it easy to keep the conversations going in a natural flow.

Our 360-degree conversational history lets you see every message with a client. You can review that history anytime you want. It also makes it easy for your team to respond to a client request if you’re unavailable. All they have to do is review the history to understand the context of the conversation.

Converse also saves you time by making it easy for you to update your Salesforce CRM directly from within the Desktop. You can edit records, events and tasks or create new ones. That’s so much easier than bouncing between windows to update information.

Converse on the Go

When you’re out for that client meeting, you can use SMS-Magic with Salesforce1 Mobile or use our app on your mobile phone.

All messages are synced back to the Converse Desktop and your CRM or database to maintain a complete history of every single conversation. You never lose a key piece of information or message again. Even better, you meet the regulatory requirements preventing you from using messaging in the first place.

The Bottom Line

Your clients want to converse with you through text messaging. It’s their natural method of communication. Thanks to SMS-Magic, you can now respond to them wherever you are, whenever they need you.

Imagine how much your client responsiveness and satisfaction is going to grow.

Related Resources

Use Cases

Yes You Can Use Text Messaging and Meet FINRA Regulatory Requirements

Clients text your brokers all the time, but with an advanced messaging platform you can continue the conversation with them over text message itself and comply with regulations.

3 Ways Text Messaging Simplifies the Loan Documentation Process

Here’s how automated messaging on workflows will remind your clients about the documents you need, at every stage of the loan documentation process.

Case Studies

A Mortgage Lender Increases Conversions with Messaging

A residential mortgage lender uses automated text messaging to enhance the customer experience and improve responsiveness for prequalification renewals and disclosure alerts.

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