What is UTM:Financial Messaging?

A smartphone app customized for the needs of financial professionals and their clients.

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