Text Messaging Platform for Financial Agencies
Earn Their Trust Faster with Texting
Relational Texting for Financial Agencies
Texting speeds up everything, including building deeper more trusting relationships with your clients.
Build Trust
Build deeper trust by offering texting, a direct and personal communication channel for addressing client concerns, providing timely updates, and offering assistance with financial matters, fostering transparency and reliability in client relationships.
Increase Engagement
Provide your clients the option to text, a direct and accessible communication channel that clients prefer for quick updates and inquiries. With texting, you can reach clients wherever they are, fostering regular communication through personalized messages, appointment reminders, and proactive outreach.
Keep Clients Informed
Send timely reminders, updates, and alerts to your clients. Whether it's a reminder about upcoming meetings, important deadlines, or market updates, texting ensures that your clients receive crucial information promptly. This real-time communication helps clients stay informed and on track with their financial goals, enhancing their overall experience and outcomes.
Secure & Compliant
Ensuring data security and compliance, we employ robust encryption protocols and adhere to industry regulations, safeguarding your communications with peace of mind.
SOC2 Type 2, ISO 27001, CCPA: expected 1H2024
Regulatory Compliance
Telecom Regulatory Compliance
Industry Standards & Certifications
Secure & Compliant
Ensuring data security and compliance, we employ robust encryption protocols and adhere to industry regulations, safeguarding your communications with peace of mind.
SOC2 Type 2, ISO 27001, CCPA: expected 1H2024
Regulatory Compliance
Industry Standards & Certifications
Telecom Regulatory Compliance
Ease of Use Score: 4.9 out of 5
Join hundreds of other businesses like yours finding success texting.
Amazing App!
Dean Lubaki
"Incredible system"
JD Connolly
"We love it!"
Janie Flores
"Easy platform to use"
RC Customer
"User-friendly"
Kim Walls
"Great quality"
Kim Walls
"Very helpful team"
Woosup Kwon
"A godsend"
Monica Foster
"Convenient & easy"
Bella Thomas
The only business texting app with built-in compliance management
Learn more about SMS Opt-in Consent Manager
The only business texting app with built-in compliance management
Learn more about SMS Opt-in Consent Manager
Leverage Texting for Your Agency
Enhance client communication and keep clients informed of their financial status.
Onboarding & Documentation
Send necessary documentation, such as account opening forms, risk assessment questionnaires, and disclosure statements via secure text messages. Clients can conveniently review and complete these documents on their mobile devices, reducing the need for paper-based processes and accelerating the onboarding timeline.
Invitations & Workshops
Invite your clients to various events, such as educational workshops, seminars, or webinars on topics relevant to their financial goals and interests. You can send personalized event invitations via text messages, including event details, RSVP instructions, and agenda highlights.
Client Feedback
Use texting to solicit client feedback and assess satisfaction levels. You can send short surveys or feedback forms to clients via text messages, asking about their experience with the advisory services, satisfaction with investment performance, and suggestions for improvement.
Foster Deeper Relationships with Your Clients
Your success relies on building great relationships. Each year the "old way" of staying in touch with clients is progressively less effective.
0%
of text messages are opened within 3 minutes of receiving them.
Source: Dynamark
0%
of consumers check their phones within 30 minutes of waking up.
Source: G2
0%
of text messages get responses versus only 6% of emails.
Source: Statistica
0%
of text messages are seen. While less than 20% of emails are opened.
Source: CTIA
Texting Integrations,
Made Easy.
Partnering with industry leaders to support every aspect of the customer experience.
