Compliance more than covered — back to building relationships
From the SEC to the FCC, Convos delivers compliance peace of mind so advisers can focus on what’s most important: building stronger relationships with prospects and clients.
Customize the language you use to greet your audience as you ease them into text marketing. You can even turn the automation off if you want to handle opt-in manually.
Best Customer Experience
A pleasant and beautifully designed customer experience that also guarantees SMS marketing compliance.
Send Opt-in Links
Easily send welcome opt-in links in just 1-click from all the places that you’d expect to be able to do so within the incredibly intuitive Convos app.
100% Customizable Inbound Flow
Customize the language you use to greet your clients and prospects as you automatically ease them into opting in for SMS marketing. Even turn the automation off if you want to handle opt-in manually.
Best Customer Experience
A pleasant and beautifully designed customer experience that also guarantees SMS marketing compliance.
Send Opt-in Links
Easily send welcome opt-in links in just 1-click from all the places that you’d expect to be able to do so within the incredibly intuitive Convos app.
A highly flexible archiving feature set that meets the stringent record-keeping requirements of financial industry regulators.
SMS Compliance Report
To
compliance@firm.com
Subject
SMS Compliance Report
3/11/2022 09:08:33 EST(beth.seibel@gmail.com)> Hey I have some questions about my investment accounts and my retirement planning.
3/11/2022 09:10:00 EST(leila@gregdrozdowfinancial.com)> Happy to chat on this! Let’s book a time. Here’s my cal: https://snpy.io/zj51d7cblxq
---------- Sent in a previous journal ----------
3/10/2022 09:10:00 EST(leila@gregdrozdowfinancial.com)> What are you interested in speaking about?
Contextual Journaling
Messages are delivered directly to you and your current archiving address so you don’t need to login anywhere new to analyze them.
Review Profiles Summer 2022
Monitor teams that sign up within your organization. Track their usage and manage their campaigns.
Review Profiles
These are new teams who’ve signed up within your Company
Name
Email
Date
Select
Brian Engel
brian.engel@engelmoney.com
2/7/22
Greg Drozdow
greg@drozdowfinancial.com
2/7/22
Juliana Goldman
juliana.goldman@goldmanwisdom.com
2/7/22
Hector Castillo
hector@hectorsnetworks.com
2/7/22
Patrice Ganti
patrice.ganti@gantiknowsmoney.com
2/7/22
Marty Beard
martyb@wealthjetfuel.com
2/6/22
Kelsey Cohen
kc@secureyourfuture.com
2/6/22
Anran Lee
ann.lee@columbiawealthmanagers.com
2/6/22
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Seamlessly facilitate conversations and deepen relationships with the only text message marketing platform purpose-built for financial advisors. How will you get started?
