Financial advisors: keep SMS linked to contact digests
Financial advisors: keep SMS linked to contact digests
Financial advisors miss inbound SMS buried across mobile threads, creating compliance gaps and missed follow-ups. Attach every inbound SMS to contacts and add a daily digest for same-day review.
Overview
Missed client texts create compliance exposure and erode trust for financial advisors. Capturing every inbound SMS on the contact and rolling messages into a daily digest gives advisors consolidated same-day records, improving auditability and reducing missed follow-ups.
Notable Features
- Attach inbound SMS to contact
- Create consolidated daily SMS digest
- Tag opt-out requests on contact