ChatGPT scanning your business text message, not with MyRepChat.
Most people know I was an advisor before choosing to create a messaging tool built specifically for advisors. It’s this […]
General
General
Five Reasons Why Clients Fire Their Financial Advisor
Clients firing their financial advisors is a common phenomenon in the finance industry. While there could be various reasons for
Financial Advisor
Strengthening Relationships in the Robo-Advisor Era
As much of the industry shifts to robo-advisors, there is still a largeswath of clients, especially wealthier clients, who still
General
Disciplinary Actions include the use of Texting
The Following Disciplinary Actions were taken by FINRA in 2019 that included the use of texting: Dennis Allen Hayes (CRD
General
FINRA’s Exam Priorities, 2020
Once again, FINRA has made it very clear that organizations must have a solution in place for capturing and archiving
General
MyRepChat and Veritas
Does your firm archive data with Veritas? If so, you’ll be happy to know that MyRepChat integrates with Veritas to
Recent news
MyRepChat + MarketingPro
MarketingPro provides the industry’s finest library of prewritten content. Thousands of messages to choose from, with new content added weekly
General
What’s more important, the size of a company or the quality of service they provide?
It’s a question every small business owner has to answer regularly: “How can you provide me with value when your
General, Text Message
Who really wins with bundled services?
These days it seems like most of your service providers are attempting to gain more of your business by offering
Compliance, General
MyRepChat is now an approved Vendor with National Society of Compliance Professionals
MyRepChat is committed to helping advisors communicate with clients more effectively and of course compliantly. The National Society of Compliance Professionals