Compliance for text messaging in business is crucial, in more ways than many businesses realize. Ensuring that your business is continually adhering to often changing compliance laws can be daunting. And unlike emails and phone calls, text messaging compliance adds another layer of requirements, specifically the set of requirements set forth by carriers. Luckily, with
While email still has the lion’s share of a financial firm’s business communications, social media and text messaging are growing in importance to both advisors and investors in how they conduct business. This shouldn’t be surprising given that 30% of financial advisors are Millennials, while another 44% belong to Generation X. It’s not just your
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