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 […]