MyRepChat is now an approved Vendor with National Society of Compliance Professionals

MyRepChat is committed to helping advisors communicate with clients more effectively and of course compliantly. The National Society of Compliance Professionals is one of the greatest think-tanks and grouping of professionals dedicated to serving the financial services industry. MyRepChat is proud to be an approved vendor for such a great organization.

MyRepChat is the only tool created by a Registered Principal and a Financial Advisor for the benefit of the entire financial services industry. Compliance professionals can feel confident that their advisors are communicating compliantly and advisors can move forward using a tool that was created by a fellow advisor.

To find learn more about The National Society of Compliance Professionals, CLICK HERE.

Text Messages to and from your office phone…It’s now possible with MyRepChat

MyRepChat can now enable someones existing office phone number to receive text messages through the MyRepChat system. Phone calls work the same way they always have, with the same phone provider; however, clients can now send text messages to that number and those will feed through the #1 communication platform for financial advisors, MyRepChat. MyRepChat is so much more than a simple text message tool and you have to see it to understand. Whether your in a large firm or small, RIA or BD Advisor, you can utilize MyRepChat to communicate with clients and you can do so knowing you are always compliant. MyRepChat is not a compliance tool for advisors, it is an advisor tool that is compliant.

Don’t fear FINRA Compliance

If you, or your firm are represented at this weeks FINRA Conference, you will no doubt hear about the need to have a policy in place to capture, review, and retain text messages. You will also no doubt meet a couple large firms that hope you choose them for this service in addition to other services you might already have with them.

MyRepChat was created by an advisor, for advisors. It is not a package deal, and yes it is the best tool on the market to improve communication between an advisor and their clients. MyRepChat meets all compliance regulations and integrates seamlessly with your existing procedures to keep your firm from the need to deviate its processes.

If you haven’t taken a look at MyRepChat yet, join an upcoming demo and see for yourself. It’s inexpensive, it’s easy to adopt and use, and most of all, it’s compliant.

How to Utilize Text Messaging in Your Financial Practice

How to Utilize Text Messaging in Your Financial Practice Webinar, May 24th. (1 CE credit) The reality for Financial Advisors is that clients want to text us, and many already do. Financial Advisors who want to stay compliant refuse to respond to a clients’ text message; however, many Financial Advisors take the risk and communicate anyway. There are risk exposures if you’re outside of compliance including fines, suspension and barring from the industry. Learn how to integrate text messaging safely and smartly. Topics Include: •Regulatory Stance on Electronic Communications •Compliance Tools •Mass Communication •Computer Based Communication •And More! REGISTER HERE Not an FPA Member? CLICK HERE to schedule a demo for your firm. Presented by Derrick Girard, CFP®AIF®NSSA®

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