Top 5 Questions Insurance Agents Ask About SMS Messaging – And the Answers
Text messaging isn’t new to insurance agents, but it’s understandable that some agents are hesitant to make messaging part of their client outreach – even when they hear about the great results other agents are seeing. We get it. You have nagging questions about how you can add messaging in your day-to-day routine. Don’t worry; […]
8 Ways to Use Text Messaging in Financial Services
For financial service professionals, connecting with leads and clients with personal responses can make all the difference. Business text messaging gives brokers and other financial service professionals the capability to respond at any time, day or night, with automated personal responses. You can also schedule appointments and gather critical loan information using automated campaigns. We […]
Firms Reduce Compliance Risk with SMS Financial Messaging
While email still has the lion’s share of a financial firm’s business communications, social media and text messaging are growing in importance to both advisors and investors in how they conduct business. This shouldn’t be surprising given that 30% of financial advisors are Millennials, while another 44% belong to Generation X. It’s not just your […]
Use Messaging to Engage Financial Clients the Way They Want
Your financial services clients want to know they can reach out to you and get a response, whenever they need one. That’s why they so often send quick text messages to ask a question or make a request. A recent study by J.D. Powers found that 80% of Americans text regularly, but only 10% of […]
Use SMS Messages and Meet FINRA Regulatory Requirements
Text messaging and SMS Messages is the most widely used feature or application on a smartphone. Financial services clients use text messaging; perhaps even prefer it, as their means of communication. This introduces concerns for financial services organizations that are required by law to maintain a record of every interaction with a client – both […]
3 Ways SMS Messages Simplify the Loan Documentation Process
Whether you’re processing a home mortgage, personal loan or financing a new car, the loan documentation process can take up a lot of your time. SMS messages can help. Tracking all the documents, helping clients understand them, and reminding them to get things signed and sent – it’s a big undertaking for both you and […]