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 devicecontrollable 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