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 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 »
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 »
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 »
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