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The 2019 Financial Firm's Guide to Compliant Text Messaging

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Empower your firm with compliant text messaging

The popularity of text messaging continues to grow, and many firms and their clients now expect to use it as a tool to conduct business. By enabling text messaging you are enhancing productivity, improving communications efficiency, and helping clients and employees connect more meaningfully.  

Download The 2019 Financial Firm's Guide to Compliant Text Messaging to learn:

• How text messaging exposes firms and their advisors to risk

• Regulatory updates that pertain to text messaging

• Five proactive steps firms can take to build a risk-management program that enables text messaging, while protecting the organization