Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients #infographic - Visualistan

    Social Items

Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients

Most wealth managers that capture and record mobile SMS they create and receive on a daily basis cite strict industry and legal requirements as the primary reason for doing so. In the process of complying with SEC and FINRA text archiving requirements, they often fail to recall how such platform is meant not to limit their potential, but rather enhance their relationship with their clients and generate new avenues for revenue generation.

Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients #infographic


infographic by: www.telemessage.com

Share This Infographic On Your Site

Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients #infographic

Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients

Most wealth managers that capture and record mobile SMS they create and receive on a daily basis cite strict industry and legal requirements as the primary reason for doing so. In the process of complying with SEC and FINRA text archiving requirements, they often fail to recall how such platform is meant not to limit their potential, but rather enhance their relationship with their clients and generate new avenues for revenue generation.

Financial Text Archiving – Wealth Managers Keys to Improve Text Message Engagement with Clients #infographic


infographic by: www.telemessage.com

Share This Infographic On Your Site

Related Post

Disqus Codes
  • To write a bold letter please use <strong></strong> or <b></b>
  • To write a italic letter please use <em></em> or <i></i>
  • To write a underline letter please use <u></u>
  • To write a strikethrought letter please use <strike></strike>
  • To write HTML code, please use <code></code> or <pre></pre> or <pre><code></code></pre>
    And use parse tool below to easy get the style.
Show Parser Box

strong em u strike
pre code pre code spoiler
embed

Subscribe Our Newsletter

Notifications

Disqus Logo