The views of this article are the perspective of the author and may not be reflective of Confessions of the Professions.
Various business companies look upon archiving mobile messages as a way to comply with all the statutory provisions such as the SEC and FINRA. While wealth managers should focus on being compliant with the regulations,they also have to be knowledgeable about the importance of building a good connection with their clients. And to achieve such, they must be able to use a communication tool that is not only compliant but also is effective in engaging their clients.
It is imperative for wealth managers to achieve betterment in terms of communicating with their clients as their potential customers would definitely seek convenience when it comes to interacting with advisers. Furthermore, this can also benefit in terms of overall satisfaction of clients to your service and trust in the company. On the other hand, with the help of two-way SMS or USSD text applications, clients are now capable of interacting with the representatives through texting.
Mobile archiving moreover, helps in capturing information from previous conversations to lessen the burden of repeated questions since it has been already provided.
Read further as we gather the four essential features that wealth managers should regard to ameliorate their connection with clients at the infographics below from TeleMessage.