Most wealth managers only do mobile SMS archiving due to the strict industry and necessary provisions like SEC and FINRA, overlooking the benefits that lie within. Since wealth managers are capable of archiving text messages, generating bigger revenue and complying with substantial requirements wouldn’t be a problem. Furthermore, it helps in developing a better connection with your clients.
Although mobile archiving regulations are one of the must look after for wealth managers. Still, it is also vital to consider working on improving your strategies when it comes to connecting with clients by means of text messaging.
Know more regarding the important aspects that can help wealth managers in terms of enhancing their engagements with clients at the infographic below from TeleMessage.