As heard on The Advisor Coach Podcast

All the features you need & more

Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you. 

We communicate directly with your compliance department, ensuring your messages are properly monitored and retained.​

Scheduled, automated, and efficient client communication — leaving you more time to do what you do best.​

Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM.​

You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed!​

If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice. ​

Text & Group Messaging

Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you.

Digital Assistant

Scheduled, automated, and efficient client communication — leaving you more time to do what you do best.

Compliance Features

We communicate directly with your compliance department, ensuring your messages are properly monitored and retained.

Import Your Contacts

Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM.

Scheduling Function

You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed!

Auto-Forward

If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice.

Additional features include: integrated Vcard, keep your number, smart watch integration, customizable workflow, and more.

Find out why MyRepChat is the #1 client text messaging solution for regulated industries.

PARTNERSHIPS

ARCHIVING INTEGRATIONS

Click on the Integrations tab above for a complete list of our Archiving partners

CRM INTEGRATIONS

Click on the Integrations tab above for a complete list of our CRM partnerships

© 2021 ionlake, All Rights Reserved