COMPLIANT TEXT MESSAGING FOR ADVISORS

Build stronger relationships with clients by communicating on their terms.

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HEARSAY MESSAGES

Text messaging is today’s most efficient way to communicate with clients. With Hearsay Messages, firms can enable advisors to text with clients while in compliance with company policy and industry regulations on any company-approved or personal mobile device. The secure, efficient solution makes it easy to separate personal and business communication on any mobile phone, while providing enterprise-class supervision and record-keeping controls that regulations require.

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Messages

“To succeed in the social, mobile and digital age, not only do firms have to be omnichannel, they must empower every one of their advisors to also become omnichannel with individual websites, social media profiles, advisor-driven marketing and text messaging.”

Scott Ham, former President & CEO of Transamerica Life and Protection

Messages

“The industry needs to adapt how it engages consumers in today’s digital age. Companies that succeed will be able to help advisors leverage technology that enables them to meet clients where they are — whether that’s on social media, online, email or text, or any combination of these.”

 

Caroline Feeney, President, Prudential Advisors, Prudential Financial

Accelerate Advisor Productivity

Enable advisors to easily communicate with clients over text while they’re in the field. With an intuitive mobile app that’s easy to download and install, advisors can text message with compliance oversight, making them more efficient while they’re on the go. Through Messages, advisors can quickly schedule appointments and send meeting reminder messages to clients.

Integrated Compliance and Security Controls for Text Messaging

A highly configurable governance and compliance solution enables companies to set controls, supervision and record-keeping to address requirements from FINRA, SEC, IIROC, FCA, MiFID II and other industry regulators. All messages sent and received through the app are seamlessly captured and the Universal Dashboard provides an efficient workflow to review lexicon- and activity-based alerts. Plus, policy-validated compliance controls allow you to restrict outbound messages by the type of content, such as URLs, photos, PII or lexicon-based text alerts, to flag risks and prevent inappropriate communication.

Easily Separate Business and Personal Messaging

It doesn’t make sense for advisors to carry two mobile devices. The Hearsay Messages app streamlines communication for advisors, separating business and personal communication channels on a single device. Works seamlessly on any Apple or Android device, supporting your firm’s BYOD, CYOD or COPE mobile strategy.

Unified View of Client Engagement

Today’s customer is not communicating through just one channel. With Hearsay 360, advisors can view text-message communication side by side with social, web and email engagement. A single contact view gives advisors complete context on clients and how they prefer to engage.

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