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 Read More »
MyRepChat has created partnerships with professional organizations in the Financial Services industry to continue to provide the #1 communication platform for Financial Planners enabling them to text clients. To see if you belong to one of our partners and to find out more about MyRepChat, check out our Partnership Page. MyRepChat is the only solution Read More »
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 Read More »
MyRepChat is the #1 SMS Message provider for secure transmission of communication for the Financial Services Industry. A demo of this tool can be scheduled at your convenience and takes no more than 30 minutes.
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 Read More »
Every day we conduct more and more demonstrations of MyRepChat and after each one we get fantastic feedback. Here are some of the recent responses we’ve received: “We’ve looked at a couple other tools in the marketplace for compliant text messaging and their applications are not as robust as yours” “This was a great demo Read More »
MyRepChat was created by a Financial Advisor and Registered Principal to fill a void in communication that existed in the financial services industry. After I created it for myself, I soon recognized that MyRepChat could also help the entire industry. MyRepChat has gone head to head with larger firms that also are recognizing the use Read More »
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 Read More »
As the world of online tools and software continues to evolve, so does the security around your data. To this end, ionlake, makers of MyRepChat, are continually evaluating threats as they reveal themselves to the community at large, sometimes by making headlines, sometimes as just white papers on new “Best Practices” for security. One of Read More »
© 2021 ionlake, All Rights Reserved
