What is UTM:Financial Messaging?
A smartphone app customized for the needs of financial professionals and their clients.
Features
Client Privacy
- Offer your customers security and protect their information
- Wipe smartphone if lost or hacked
- No data stored on device—controllable by administrator
- Separate personal from professional texting
- Drive Customer confidence
Productivity and Speed
- Engage customers immediately: Improves efficiency and work flows: Customers can be alerted of high priority trades, critical info needs, and high-need actions
- Intelligent message alerts allow for managing priorities.
- Set up groups for quicker use
Easy to Use
- As simple as standard text messaging: Send messages with photo or other attachments
- Alert messages delivered as text or email, and indicate origin, urgency, other message type information
- Customized app for iPhone or Android
