Tag Archives: Messaging

WhatsApp Messaging in the Financial Sector – Tips to Using it and Staying Compliant

Ensuring efficient communication between employees and clients is extremely important in any business – especially in the financial services industry. In this fast-paced sector where a large volume of trades are taking place every minute, it is critical for investment advisors and broker-dealers to ensure that they are staying connected with their clients through the channel they prefer the most. …

Read More »