Financial planners capture client texts as CRM notes
Financial planners capture client texts as CRM notes
Financial planners miss inbound texts landing in email, causing gaps in client records and compliance. They become CRM notes so advisors keep complete, time-stamped records for servicing.
Overview
Financial planners face compliance and service risks when client texts stay buried in email. This workflow ensures every inbound text becomes a time-stamped CRM note, eliminating contact blind spots and producing audit-ready records so advisors can find conversations quickly.
Notable Features
- Capture texts as CRM notes
- Format and time stamp messages
- Match texts to client records