Nov '23 in AdvisorTech Demo
Contact clients where they are... by text.
Check out the recorded demo of CurrentClient below:
In this demo, we discuss:
š² Verifying phone numbers are "textable"
ā” Automating texts to go out to all your clients on their birthday (with the ability to personalize them once they are scheduled)
šļø Texting monthly short surveys based on your annual service calendar
š½ļø Recording and texting a personalized Loom video to one or many clients
š Setting up and running text campaigns
And more...
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Contact clients where they are... by text.
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