What can financial advisors do with SMS?
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You can confirm and remind clients about meetings, send renewal notices, share educational updates, notify them about market changes, and follow up after consultations. SMS makes communication easier and builds stronger client relationships.
How quickly do clients respond to texts?
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Most texts are read within minutes, which helps ensure clients see urgent updates right away. Fast delivery improves attendance at meetings and ensures important deadlines are not missed.
Can we use our existing office number?
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Yes. You can text-enable your office line so clients can call or text the same number. Routing ensures the right advisor or assistant receives messages without using personal numbers.
How do after-hours auto-replies work?
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Auto-replies confirm receipt when your office is closed, request basic information such as client name and inquiry type, and let clients know when they will be contacted.
Can we segment messages and track results?
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Yes. Segment by investment goals, client type, or stage in the advisory process. Track engagement, attendance, renewals, and campaign impact to measure ROI.
Does this integrate with our CRM or financial planning tools?
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Textellent integrates with CRMs and planning platforms to sync client records, communication history, and activity. Web form submissions can trigger automatic SMS responses for new leads.
What about compliance and opt-in or opt-out?
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Clients opt in via forms, keywords, or QR codes, and every message includes opt-out instructions. STOP and HELP requests are processed automatically to ensure opt-in compliance.
Can we try Textellent for free?
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Yes. Financial advisors can start with a 14-day trial to test campaigns, reminders, and workflows before upgrading.
