Lincoln Investment has partnered with ionlake to provide its financial advisers with the capability to send FINRA-compliant text messages, with the service integrated into Lincoln’s existing technology platform.
The aim is for advisers to be able to effectively reach prospects and clients by using ionlake’s system, MyRepChat. Lincoln says that recipients are much more receptive to text messages than they are to emails.
The system will screen and archive the messages in order to comply with regulatory requirements and Lincoln’s own internal broker/dealer controls. The service can be added to a desktop computer or to a mobile device or a tablet via iTunes or Google Play. In addition, MyRepChat integrates with advisers’ customer relationship management (CRM) platforms.