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The Financial Firmís Guide to Compliant Text Messaging

September 13, 2017

2017-09-13

By Smarsh

The popularity of text messaging is growing every year, and many firms and their clients now expect to use it as a tool to conduct business. Prohibiting the use of text messages is not only unsustainable for an increasingly mobile workplace, it limits how and where advisors communicate with clients.

Prohibition also does not protect your firm from riskóit simply pushes conversations where you canít see and manage them. In this guide youíll learn how to use text messaging to communicate while minimizing your firmís compliance, legal, and reputational risk.

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