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.

MyRepChat continues to get great feedback

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 of a very useful tool”

“I am so impressed by this, and I am not an easy person to impress”

“You seem to have thought of everything to make this very easy and effective for financial advisors”

MyRepChat was designed by a financial advisor with financial advisors in mind. The feedback we receive is no doubt the direct result of a well thought-out product and great execution.

If you have not yet seen how MyRepChat works, we encourage you to schedule a demo and see for yourself. You can also schedule a personal demo by emailing: info@ionlake.comcreate new email