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 to do so. In complying with the requirements of SEC and FINRA text archiving, they often fail to recall how such platform is meant not to limit their potential, but rather to enhance their relationship 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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