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.
If your organization has already approved MyRepChat, your policies and controls will automatically continue to function as configured. No additional configuration required.
Connect MyRepChat
When you onboard for Convos, you’ll be able to activate your existing MyRepChat phone number instantly — in minutes.
Seamlessly facilitate conversations and deepen relationships with the only text message marketing platform purpose-built for financial advisors. How will you get started?
