For investment distributors: forward client SMS to archive email

Distributors miss inbound client SMS on phones, creating compliance gaps and delayed follow-up. This routes every SMS to the distributor inbox so messages are archived for compliance and prompt review.

Overview

Distributors risk compliance gaps and missed follow-up when client SMS live on phones. This workflow funnels inbound SMS into a central inbox and archive, creating an auditable trail and preventing missed messages. Teams report faster follow-up and simpler compliance reviews.

Notable Features

Forward inbound SMS to inbox
Attach sender and timestamp
Flag messages for distributor review