Compliant text message marketing for
financial advisors who demand stronger
relationships with clients.
Nurture your relationships automatically with campaigns focused on timely financial issues.
Drive More Appointments
Add a widget to your website for visitors to text you in 1-click or share your calendar link right in the text message conversation.
Engage Prospects and Retain More Clients
Your prospects and clients demand real, two-way conversations that are faster and more personal.
Convos automatically keeps all of your messages separate from your personal accounts, keeping you and your compliance team happy.
I love this tool. It is highly effective! I’ve found I get quick responses, and am very happy with it. I didn’t have a way to text before, and the only other communication tool I was using was email. I was worried I didn’t have a modern asynchronous communication channel, which was texting. I needed it to be easy to use and compliant, and after using Convos for less than a week I had 2-3 cold prospects turn into warm, booked meetings. They responded to me within 5 minutes!
- Taylor Herzog
CFA, CAIA, Founder TYME Advisors
71% of people believe texting is a great way to keep in contact with a business. If they can’t text you, they’ll text somebody else. Send messages from your existing office phone number or a new local number so your prospects and clients know who they’re speaking with at all times.
Opt-in disclosures? Check. FINRA-review? Check. Separate from personal communications? Check. Save yourself from compliance anxiety with a library of pre-reviewed templates to deepen relationships.
Convos is designed for client acquisition and retention. Opt-in flows to welcome and make yourself accessible to new contacts. Check-in flows to stay top of mind with your biggest prospects and clients. All done automatically.