Text your clients with a compliance-approved app.
MyRepChat is a fully compliant SMS texting platform. Simplicity Investments has partnered with MyRepChat to provide a best-in-class solution. MyRepChat allows financial professionals and clients the ability to exchange text messages, and best of all, it’s compliant. MyRepChat does so much more than just a simple text message.
Can MyRepChat add value to my practice?
MyRepChat costs $15/month for Simplicity Investments financial professionals. Do you think it’s worth adding to your communication strategy? Consider this:
- Simple UI/CX: We offer a desktop and mobile-friendly user experience that feels familiar to you and your clients.
- Integrations: Our software seamlessly integrates with top CRMs, Microsoft 365, and FMG, allowing for optimal efficiency.
- EZ-Compliant Text Consent & Archiving: Secure data storage and non-complicated consent processes ensure compliance with record-keeping regulations.
- Message Templates: Financial advisors can use pre-defined templates customized to their clients, streamlining communication.
- Scheduled Messaging: Advisors can now schedule messages in advance, ensuring organized and timely communication with clients.
- Automated Messages: Time-based automation can simplify repetitive tasks for advisors, thereby enhancing productivity and ensuring timely updates.
- Auto Responses: Advisors can use personalized replies to maintain a professional communication style with clients even when they are unavailable.
MyRepChat Minute videos
Click below to view short videos on key topics and common questions. Be sure to subscribe on YouTube to receive new videos!
- Engagement rates of emails versus text messages
- Client sent a text to my personal cell phone
- Selecting the right phone number for MyRepChat
- Getting your clients to text your new MyRepChat number
- Why can’t I use my personal cell number for MyRepChat
Advanced Features/Items