For financial service professionals, connecting with leads and clients with personal responses can make all the difference. Business text messaging gives brokers and other financial service professionals the capability to respond at any time, day or night, with automated personal responses. You can also schedule appointments and gather critical loan information using automated campaigns. We
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
Your financial services clients want to know they can reach out to you and get a response, whenever they need one. That’s why they so often send quick text messages to ask a question or make a request. A recent study by J.D. Powers found that 80% of Americans text regularly, but only 10% of
Text messaging and SMS Messages is the most widely used feature or application on a smartphone. Financial services clients use text messaging; perhaps even prefer it, as their means of communication. This introduces concerns for financial services organizations that are required by law to maintain a record of every interaction with a client – both
Whether you’re processing a home mortgage, personal loan or financing a new car, the loan documentation process can take up a lot of your time. SMS messages can help. Tracking all the documents, helping clients understand them, and reminding them to get things signed and sent – it’s a big undertaking for both you and
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