Financial firms have been fined up to $200M for non-compliant texting, and the trend is here to stay. Firms must proactively enact robust policies and procedures or risk potential fines. This guide shows seven critical steps to building trusted relationships through compliant and scalable texting including:
- Increasing client & prospect touchpoints with automation
- Using productivity boosters like quick links
- Maintaining boundaries between business & personal texting
Download the white paper to learn more.