Investment management CEO: archive inbound client SMS for compliance
Investment management CEO: archive inbound client SMS for compliance
Investment management CEOs miss client SMS on phones, creating compliance gaps and audit risk. Ingest every inbound SMS into a timestamped archive so firms keep searchable records for compliance.
Overview
Missed client SMS expose investment firms to compliance gaps and audit risk. Routing every inbound message to a timestamped archival inbox creates a searchable audit trail, giving CEOs confidence that client communications are preserved for reviews and disputes.
Notable Features
- Forward inbound SMS to archive
- Attach timestamp and sender details
- Keep searchable, auditable message records