As a financial adviser you will no doubt be working within tight parameters as to things you can and can't do as far as messaging and marketing to your clients, particularly using text. From experience, we have found that a very simple and effective way to communicate with your client via the text channel is to send occasional messages with relevant content to your audience. MOBIT enables you to send not only text, but intelligent mobile pages that when clicked, present your content on your clients smartphone beautifully and clearly. You can include videos, pdf documents, links to other website and use feedback forms to gather additional information from your clients. As financial advisers though, we always recommend that you check with your company first to ensure that you have the correct disclaimers and wording in your messages.
Note: Remember to make sure your mobile messages and call-to-actions are compliant! For a typical messaging program, this means making sure you include what people should expect to receive when they opt in, how frequently you will send text messages, instructions on how to opt-out, a link to terms and conditions and privacy policy, and a “Message and Data Rates May Apply” disclosure.
If you’re not sure, call your MOBIT Customer Success Strategists at 855 662 4876 or email info@mobit.com to review your advertising materials. We’re always happy to help!