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

Many wealth managers today tend to capture and record mobile SMS due to the strict industry and legal requirements. In compliance with the rules of SEC and FINRA text archiving requirements, they often forget to realize the real essence of text archiving. While common knowledge suggests that it could limit their potential, utilizing such platform is actually designed to enhance the relationship with clients and generate new avenues for revenue generation.
Formulating strategies that can turn text messaging into an effective tool that allows both the advisors and clients to come up with better decisions is just as important as focusing on archiving compliance requirements. With harmonious relationship with the clients, any business owner can quickly provide quality services that can suit the needs and expectations of the clients.
The infographic brought to you by Telemessage will give you some pointers on how to improve text message engagement with clients:

Infographic Source: https://www.telemessage.com/financial-text-archiving-wealth-managers-keys-to-improve-text-message-engagement-with-clients/