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You read that right. RIA, broker-dealer, FCM, and the rest of you financial services pros — Patrina’s got texting covered compliantly. Our Patrina + MyRepChat compliant text solution is designed specifically for financial services professionals. That means you and your team can now text message clients compliantly through their primary messaging platform: SMS.

There are no apps for clients to download. No software for clients to manage. Just straightforward communication that’s crisp, clear, and regulatory compliant.

 

Patrina delivers compliant SMS texting

Take THAT regulatory alphabet. Because with Patrina + MyRepChat, you and every member of your team can send individual or mass text messages to selected contacts and groups. Type your message once. Hit send once. And each contact automatically receives an individual message. With Patrina + MyRepChat, you can even schedule single or recurring message deliveries as far into the future as you like. Later this morning. Tomorrow afternoon. April 23, 2020!

And when clients text you back, we are there to make sure your texts are captured and archived.

Best yet, Patrina + MyRepChat is regulatory-alphabet-compliant! A CCO’s dream! Combine Patrina’s comprehensive and easy-to-use Message Archiving Platform with MyRepChat to easily supervise, screen, and review all your firm’s SMS communications to be data-ready for your next examination.

 

Patrina + MyRepChat = Compliance

Only Patrina + MyRepChat compliant text solution:

 

  • Lets you use your office phone number for text messaging;
  • Integrates with Microsoft Outlook™ so you can schedule text message reminders at the same time you calendar meetings;
  • Permits unlimited scheduled messages;
  • Schedules unlimited recurring messages — like appointment reviews;
  • Uses your computer-based platform or your phone to text clients and prospects;
  • Maintains a full audit trail and archive of all messages;
  • Provides all users with a vCard for automated dissemination of their contact information;
  • Structures group messages to deliver one communication to many people;
  • Allows you to create customizable flagging lexicons;
  • Executes percent sampling of messaging for review;
  • Flags messages for follow-up; and
  • Automates review assignments.

So stop spending nights and weekends agonizing over every new digital communication innovation. Let’s talk (212-233-1155). And also ask about Patrina’s comprehensive, 8-module compliance solution and compliant data capture, file storage, and records archiving specifically designed for the financial services community. When it comes to compliance, Patrina’s got you covered.

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