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Texting Technology Report: Implementation Considerations for Financial Services Firms

Texting Technology Report: Implementation Considerations for Financial Services Firms

At many financial services firms, IT management is responsible for implementing texting solutions that will serve multiple business units, across the entire enterprise. This approach makes sense, but in practice often overlooks how well these solutions serve their advisors and agents in the field, who are the primary customer relationship managers and a critical source of revenue.

This technology landscape report outlines the implementation considerations and criteria for choosing the right approach to advisor-client texting.