Evaluation Checklist: Compliant Texting Solutions

When you’re in the due diligence phase of selecting a texting provider, a side-by-side comparison can be extremely useful. Use this handy checklist to see how Hearsay stacks up against other solutions you’re evaluating. Check off close to 30 features, functions and best practices in the areas of:

  • Enterprise-quality
  • Compliance
  • Advisor experience