MyRepChat

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MyRepChat is a
SMS texting platform for a BYOD environment.

Check out recent updates to the platform that make MyRepChat easier to use!

All the features you need & more

Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you. 

We communicate directly with your compliance department, ensuring your messages are properly monitored and retained.​

Scheduled, automated, and efficient client communication — leaving you more time to do what you do best.​

Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM.​

You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed!​

If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice. ​

Text & Group Messaging

Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you.

Digital Assistant

Scheduled, automated, and efficient client communication — leaving you more time to do what you do best.

Compliance Features

We communicate directly with your compliance department, ensuring your messages are properly monitored and retained.

Import Your Contacts

Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM.

Scheduling Function

You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed!

Auto-Forward

If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice.

Additional features include: integrated Vcard, keep your number, smart watch integration, customizable workflow, and more.

Join us for a live demo!

We have several live demos scheduled for both advisors and compliance officers to learn more about how our product works, and how it can help you run your business better. Space is limited, sign up today to reserve your spot!

How it works

Why use MyRepchat
as an Advisor?

Clients Want You To

  • 89% of consumers want to use messaging to communicate with businesses
  • People prefer texting for appointments and reservations

Prospects Want You To

  • Response rates from text are 209% higher than phone calls
  • Texting in the sales process with a qualified lead can increase conversions over 100%

The Value Of Your Practice
Depends Upon It

  • 66% of children fire their parents’ financial adviser after receiving an inheritance
  • Lack of communication is the #1 reason people change advisors

Why use MyRepchat
as a Firm?

It's Turnkey

  • It's ready to implement in minutes
  • We archive where you archive and if that changes, we’ve got you covered

It's Integrated

  • The CRM integrations you and your advisors need to stay compliant and consistent
  • Open API so if you want another integration, we can accommodate
  • Works iOS, Android, and Windows phones

It's Compliant

  • Each user has an encrypted database and all databases are SEC 17a-4 Compliant
  • Messages are encrypted in transit and at rest
  • Personal and Business messages are always separate

Find out why MyRepChat is the #1 client text messaging solution for regulated industries.

Why use MyRepChat as an Advisor?

  • 89% of consumers want to use messaging to communicate with businesses
  • People prefer texting for appointments and reservations
  • Response rates from text are 209% higher than phone calls
  • Texting in the sales process with a qualified lead can increase conversions over 100%

66% of children fire their parents’ financial adviser after receiving an inheritance
Lack of communication is the #1 reason people change advisors

Why use MyRepChat as a Firm?

  • It’s ready to implement in minutes
  • We archive where you archive and if that changes, we’ve got you covered
  • The CRM integrations you and your advisors need to stay compliant and consistent
  • Open API so if you want another integration, we can accommodate
    Works iOS, Android, and Windows phones
  • Each user has an encrypted database and all databases are SEC 17a-4 Compliant
  • Messages are encrypted in transit and at rest
    Personal and Business messages are always separate

Hear What Our Users
Are Saying About MyRepChat

Discover How MyRepChat Can
Grow Your Business

Don't Miss Out!

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© 2017 ionlake, All Rights Reserved | Website Built by Amplify

© 2017 ionlake, All Rights Reserved | Website Built by Amplify

Review recent updates and how to use them here