Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients #infographic

Most wealth managers that capture and record mobile SMS they create and receive on a daily basis cite strict industry and legal requirements as the primary reason for doing so. In the process of complying with SEC and FINRA text archiving requirements, they often fail to recall how such platform is meant not to limit their potential, but rather enhance their relationship with their clients and generate new avenues for revenue generation.

infographic by: www.telemessage.com

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