Compliant SMS Texting
Patrina Delivers!
Ready. Set. Text! You read that right. With Patrina and MyRepChat staying compliant with text message archiving is easier 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.
With Patrina + MyRepChat, you can send individual or mass text messages to selected contacts and groups. Type it once. Hit send once. Each contact automatically receives an individual message. You can even schedule single or recurring message deliveries as far into the future as you like. And when clients text you back, they can text to your landline phone number!
Best yet, Patrina + MyRepChat is part of the FINRA compliance vendor directory! A CCO’s dream! Combine Patrina’s comprehensive and easy-to-use Text Message Archiving Platform with MyRepChat and easily supervise, screen, and review all your firm’s text message communications to be data-ready for your next examination.
Patrina + MyRepChat:
- 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;
- Automates review assignments.
It’s not a matter of if….It’s a matter of when
Whether it’s the CFTC, SEC, FINRA, IIROC or a State Regulatory body, you know your time is coming and you know reviewing your firm’s communications is always an examiner’s top priority. With MyRepChat you can effectively and efficiently communicate with clients while Patrina’s comprehensive and easy-to-use Message Archiving platform will help you supervise, screen and review your firm’s communications so you are prepared for your examination. Combining Patrina’s Message Archiving Platform with MyRepChat gives you the confidence you need to respond to any request for your firm’s SMS communications. And when that time comes, Patrina’s team is there to assist you in producing those records, and only those records, needed to fulfill the examiner’s request.
