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

Most wealth managers who capture and record mobile SMS are creating and receiving stringent industry and legal requirements on a daily basis as the primary reason for doing so. In meeting the requirements of SEC and FINRA text archiving, they frequently fail to remember how such a platform is meant not to restrict their ability, but rather to improve their partnership with their customers and generate 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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