finra compliance chat text messaging apps

Messages are Financial Industry Regulatory Authority (FINRA) reviewed in advance to ensure compliance.

These messages are then sent either to a specific client or broadcast a message out to a larger group. Through the service, advisers can send messages from either their existing office phone number or create a new phone number. Snappy Kraken’s Convos tool takes advantage of this powerful opportunity to connect with, engage and retain clients.” “We all know from personal experience that when we get a text message our eyes immediately veer to our cellphone. “People want to deepen existing relationships and communicate in real-time, so our Convos app allows for that personalization, and for people to receive their messaging on the device that is practically glued to their hand,” says Robert Sofia, founder and chief executive officer at Snappy Kraken. Notably, Convos integrates into major customer relationship management platforms, including Salesforce, WealthBox and Redtail Technology.

To harness this, the firm says, Convos “puts instantaneous communications at an adviser’s fingertips through a desktop app with an intuitive dashboard that is as easy to use as iMessage.” In launching Convos, Snappy Kraken cites internal survey data that suggests text messages have a six times higher open rate compared with marketing emails-with significantly shorter waiting-to-open times. The financial services marketing company Snappy Kraken has announced the launch of a new solution called Convos, which creates an opportunity for advisers to exchange timely and compliant text messages with their clients.

Finra compliance chat text messaging apps