Watch this live webinar to see how the Wealthbox + MyRepChat integration helps advisors remain compliant when sending SMS messages to their clients. This webinar will cover:
- A preview of the soon-to-be-released MyRepChat + Wealthbox Calendar integration, which will make scheduling messages related to upcoming appointments even easier.
- How MyRepChat’s technology allows individuals to use text messaging to chat with their clients while remaining compliant where documentation is needed for regulation.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the integration between Wealthbox and MyRepChat allows users to view archived SMS texts with clients directly in Wealthbox.
- The benefits of the Wealthbox and MyRepChat integration, and how to get started with ease.
