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Why Compliance Officers Should Say 'Yes' To Text
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"Why Compliance Officers Should Say 'Yes' To Text"
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The new generation of clients and employees want to communicate through text messaging. Learn how your firm can make changes to accommodate this preference.

Anyone who works in the financial services industry knows it’s critical to look for ways to connect with the millennial generation that represents a rising population in the workforce and among customers. Millennials stand to inherit an estimated $30 trillion from the Baby Boomer era. However, it can be very hard to communicate with this demographic and you need to tap into technology they already use on a regular basis: text messaging.

Download this white paper to understand why millennials demand this type of communication with their financial advisors and how your firm can overcome the compliance issues that come with it. You’ll receive 6 tips for developing a compliant texting strategy, including how to:

  • Evaluate your firm’s device ownership model
  • Update your policies
  • Train staff and ensure integration
  • And more…

Embrace the future and start using text messaging today to gain a competitive edge and meet the new generation where they feel comfortable.


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