TECHNOLOGY LANDSCAPE: 3 APPROACHES TO CLIENT-ADVISOR TEXTING SOLUTIONS FOR FINANCIAL SERVICES

Hearsay Systems – At many financial services firms, IT management is responsible for implementing texting solutions that will serve multiple business units, across the entire enterprise. This approach makes sense, but in practice often overlooks how well these solutions serve their advisors and agents in the field, who are the primary customer relationship managers and a critical source of revenue. This technology landscape report focuses on three types of advisor-client texting solutions available today, and how they compare against seven key criteria.

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