Enabled your sales force to compliantly send emails, SMS, and other transactional messages and campaigns to 1, 5, or 5,000 clients and prospects.
Messaging between financial professionals helps build stronger wholesaler and advisor relationships bringing value to the inbox.
The simplest user experience for sharing timely, targeted content for every advisor and wholesaler. LinkedIn, Facebook, and Twitter out of the box.
With the ability to block messages, journal emails to any provider, and our direct integration with ProofPoint your compliance team has the tools it needs.
Build and deploy templates with fixed, substitution tag-powered, and merged client data to enforce compliance and speed deployment.
Merge user data, your own custom data about users, to personalize campaigns on behalf of your team at scale, including contact info, branding, and more.