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

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

The primary reason for doing so is that most wealth managers who capture and record mobile SMS generate and receive stringent industry and legal requirements on a daily basis. In meeting SEC and FINRA text archiving requirements, they frequently fail to remember how such a platform is intended not to limit their capacity but rather to strengthen their relationship with their customers and create new revenue generation avenues.

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

infographic by: www.telemessage.com

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