Testimonials
Discover how advisors and leading organizations have transformed their communication with MyRepChat.
We picked our top 50 clients, and the day before Thanksgiving, we scheduled a Happy Thanksgiving message for each individual and scheduled them at noon on Thanksgiving Day, we got 12 responses and 3 referrals from that effort.
- Shawn M.
Going from not being able to text to being able to text was life-changing. My clients would text me and I'd have to tell them I can't text-which was a terrible experience.
- Shanna T.
MacGyver. The tool belt. So many more features than text. The template feature. The schedule for future delivery feature. The superpower is that they go beyond texting to provide a tool that can be part of your digital office.
- Dana S., LPL
Previous
Next
Case Studies

MyRepChat's User-Friendly Design Accelerates Firm Adoption
When a financial firm’s advisors discovered MyRepChat, they sent nearly 30,000 texts in 2023 – more than double the previous year’s volume. The case study revealed how MyRepChat’s intuitive design transformed daily client communications, with both adoption rates and daily texting activity soaring over 50% year-over-year.
Proven Success for Organizations of All Sizes
Large-Scale Enterprise
5000+ users
- Successfully deployed 15,000 advisor and support staff
- Custom development for OAuth, MDM/MAM and SSO
- Successfully transitioned 2,900 new users from previous text solution
- Premium feature implementation including text, voice, and monitoring
Mid-Size Organization
2000+ users
- Implemented for approximately 2,000 advisors and support staff
- Custom voice transcription and recording for CFTC compliance
- Complete implementation within 60-day timeline
- Specialized regulatory requirements handling
Growing Organization
- Scalable implementation starting with under 100 users
- Growth capacity of 65+ users monthly
- Expanded to 2,100+ users
- Premium feature implementation
- Generated customizable compliance workflows