Text messaging is the most widely used feature or application on a smartphone. Financial services clients use text messaging; perhaps even prefer it, as their means of communication. This introduces concerns for financial services organizations that are required by law to maintain a record of every interaction with a client—both inbound and outbound.
Whether you’re processing a home mortgage, personal loan or financing a new car, the loan documentation process can take up a lot of your time. Tracking all the documents, helping clients understand them, and reminding them to get things signed and sent—it’s a big undertaking for both you and your clients. And if a document …
This guide shares Best Practices in conversational text messaging for financial services organizations. With the rise in millennials, and the uptake of messaging across all people, it’s important that financial companies understand how to apply conversational messaging to get the best results for their customers and their own business.