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 […]
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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
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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
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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
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MyRepChat and Veritas
Does your firm archive data with Veritas? If so, you’ll be happy to know that MyRepChat integrates with Veritas to
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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
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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
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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
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MyRepChat Partnerships can save you Money.
MyRepChat has created partnerships with professional organizations in the Financial Services industry to continue to provide the #1 communication platform
Compliance, General, Text Message
Text Messages to and from your office phone…It’s now possible with MyRepChat
MyRepChat can now enable someones existing office phone number to receive text messages through the MyRepChat system. Phone calls work