Financial planners: capture text replies on client records
Financial planners: capture text replies on client records
Financial planners miss client texts, creating gaps in auditable records and compliance risk. Attach sent SMS replies to client records so advisors keep a complete, auditable trail for follow-up.
Overview
Missed client texts create compliance exposure and fractured advice records for investment advisers. This workflow logs outgoing SMS to the client's contact, turning ad-hoc messages into an auditable trail so advisors have one source of truth and faster handoffs. Advisors report clearer handoffs and fewer missing conversations.
Notable Features
- Attach SMS replies to records
- Find contacts by phone number
- Tag messages for compliance review