MyRepChat

We're looking forward to seeing you soon at #SchwabIMPACT! Stop by our booth (#329!) in San Francisco from Nov 19-21 with our parent company FMG ?? Discover how MyRepChat can elevate your compliant texting game with our user-friendly app and time-saving tools. ?? ? P.S. you won't want to miss our swag! ?? ?? ?? Interested in learning more? Click here to get in touch ahead of time: https://lnkd.in/guap8qQB #FinancialAdvisors #CompliantTexting #SchwabIMPACT Jason Lara

?? Incredible Growth Alert! ?? October was a landmark month for MyRepChat as we welcomed over 3,275 new users to our platform - that's approximately 142 new users every business day! ?? ?? We're humbled to see financial advisors and firms across the industry choosing MyRepChat as their trusted compliant texting solution. ?? It's not too late to add a compliant texting strategy for your firm or organization in Q4 to close out the year on a high note! ?? With implementation in less than 60 days, you can start 2025 with confidence. Reach out to learn more about how we can support your communication needs. ?? ?? https://bit.ly/4gOw2dW Thank you to our amazing community for your continued trust and support. We're just getting started! ?? #FinTech #FinancialAdvisors #BusinessGrowth #ComplianceTechnology #MyRepChat #CompliantTexting Susan Theder Samantha Russell Jason Lara Scott White Dave Christensen Amy Galli FMG

We had the pleasure of sitting down with Jeffrey Gelormini and Elizabeth Evanisko, CRC?, founders of Nova Wealth, to dive into the mission-critical tech tools that power their success. In our discussion, Jeff and Elizabeth shared insights into some of the tools that help them serve clients more effectively: ? YCharts ? NextPhase ? Wealthbox CRM ? MyRepChat ? Snappy Kraken These solutions are core to Nova Wealth’s commitment to client success. Check out the clip to hear how these tools are making a difference! #wealthmanagement #fintech #advizorpro

Texting has become essential in modern advisor-client relationships, but managing these communications can be challenging. That's where our integration with Practifi comes in! ?? Discover Seamless CRM Integration ? Sync contacts from Practifi to MyRepChat? ? Automatically update client records in Practifi? ? Eliminate manual data entry ? Keep both systems in sync effortlessly Never miss a beat in your client communications while maintaining accurate, up-to-date records. Ready to streamline your messaging and CRM workflow? Get started today! Contact our team or Practifi to learn how this integration can benefit your practice ?? https://bit.ly/3BLH8Ay #AdvisorTech #CRMIntegration #Efficiency #ClientCommunication #CompliantTexting #Practifi #MyRepChat

?? Game-changing insight for financial advisors: Text messaging isn't just convenient—it's a powerful efficiency booster for your practice! ?? Did you know that when advisors send a quick text reminder about pending paperwork, they often see those documents completed within just 5 minutes? ? Or that text-confirmed appointments have a 90% keep rate? ?? At MyRepChat, we're revolutionizing how financial advisors communicate while maintaining full compliance. From text-enabling your office number to automating appointment reminders, our platform helps you: ? Speed up paperwork completion ? Reduce missed appointments ? Streamline client data collection ? Integrate seamlessly with your CRM Ready to transform your practice efficiency? Read the full article here: https://lnkd.in/gCr2YbqP FMG #FinancialAdvisors #WealthManagement #FinTech #PracticeManagement #ClientCommunication

As the?National Society of Compliance Professionals approaches this Sunday in Dallas, TX, I thought it would be helpful to create a guide to help firms choose or re-evaluate their current regulation-compliant messaging solution, especially in light of the $3.11 billion in fines from the SEC and FINRA in the past 18 months. ? The guide covers key regulations, suggested responses for advisors (like using personal cell phone numbers), and important considerations for evaluating messaging platforms. ? If you’re attending the conference, please visit the?FMG ?and?MyRepChat booth. I would greatly appreciate your feedback!

?? Over $3.1 billion in fines have been issued to financial institutions since 2023 for texting compliance violations - and that number keeps growing. In our latest thought leadership piece, Jason Lara, Head of Business Development and Growth at FMG & MyRepChat, breaks down the evolving landscape of SEC texting regulations for financial professionals. Key Insights: ?Text messaging boasts a 98% open rate ?Lead conversion increases by 391% when responses happen within a minute ?By 2025, 93% of people will prefer texting as their primary communication mode But here's the challenge: How do you balance this powerful communication tool with strict SEC compliance requirements? ?? Jason shares practical strategies for financial professionals to leverage texting while maintaining regulatory compliance, including: ?? Implementing proper archiving strategies ?? Choosing the right compliant messaging platform, like MyRepChat ? Creating comprehensive communication policies Read the full guide to learn how your firm can stay compliant while meeting clients where they are ?? https://lnkd.in/gjNwsRHi #FinTech #CompliantTexting #FinancialProfessionals #FinancialAdvisors #MyRepChat FMG

If you had a crystal ball and could see the future, what do you think it would show to be the biggest marketing opportunities for advisors over the next year? Samantha Russell is sharing her 2025 predictions at Nitrogen’s Fearless Investing Summit. She’s also giving advice on which firms should capitalize on which marketing trends – and how to know if an opportunity is a good fit for your firm. Catch her at these three panels tomorrow and Thursday: ? How to Leverage Your Tech Stack for a Better Client Experience (10/23: 10:20am | Grand Hall B) ? Quick Wins: Transformative Marketing Strategies (10/24: 1:30pm | Main Stage) ?The Biggest Marketing Opportunities for 2025 – and how to start capitalizing on them today (10/24: 3:40pm | Grand Hall B) Plus, FMG will be at booth #208! Come say hi! ?? #FearlessInvestingSummit #Conference #Marketing Susan Theder Richard Hwang Jason Lara Robin Reeve Jacqueline Lucente

It’s no secret that texting is an integral part of a modern advisor-client relationship. Although it’s easy to send/receive a message, the challenge lies in tracking all these communications and seamlessly connecting and storing them within client records. That’s where integrations between CRM and messaging platforms shine! Our integration with MyRepChat lets users sync contacts from Practifi and then bring notes back into Practifi, ensuring both systems stay updated on every contact and communication – all without any manual data entry. What a dream, right? Reach out to either of our teams to learn more.

?? Advisors, are you leveraging the power of MyRepChat's integration with Nitrogen’s Risk Assessment Tool, Riskalyze? https://lnkd.in/g8rPT3Z2 ?? Here's a quick reminder of what this integration can do for you: ? Generate and send risk assessment questionnaires directly to your contacts via text ?Obtain a Risk Number for each contact, quantifying their risk tolerance to gains and losses ?View Risk Numbers right in your Messages interface ?Access the history of previous questionnaires with a simple click ?? This seamless integration streamlines your workflow and enhances client understanding. It's all about making risk assessment more efficient and engaging! ?? ?? Plus, don't forget MyRepChat's other efficiency-boosting features: ? CRM Integration ? Compliant Archiving ? Time-Saving Tools, like scheduling and auto-responses Ready to try it out? Time to supercharge your risk assessment process! ?? And if you’re not already signed up for MyRepChat, click here to contact us ???https://lnkd.in/guap8qQB #FinancialAdvisors #RiskAssessment #CompliantTexting #EfficientCommunication