Trust is foundational for a successful relationship between a financial advisor and his or her prospects and clients, and over time, this is nurtured across many different situations, via different channels. While some interactions are in-depth, face-to-face discussions, others can simply be efficient, personable transactions. In situations where the communication should be near real-time, direct, personal, and efficient, texting is an ideal solution. And with the technology available on AppExchange, enabling SMS has never been easier. This blog post explores the power of compliant SMS text messaging and how the AppExchange can help.
When it comes to immediate responses, a consistently personalized experience, and the type of access that clients covet, texting is hard to beat. Using technology that streamlines texting activity through automation, delegation, and integration makes it even more compelling, by making it scalable for the advisor. To realize the scalability along with the client service benefits, follow these seven
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