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SERVE YOUR CLIENTS
BETTER AND FASTER

with Convos

Compliant text message marketing for
financial advisors who demand stronger
relationships with clients.

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Stronger relationships are reinforced by texting. Clients know you care. Prospects stay engaged. Convos is a fast, simple, and powerful way to turn prospects into loyal clients, drive appointments, engage clients, and stay top of mind, while remaining compliant.

GROW YOUR BUSINESS WITH TEXT MESSAGE MARKETING

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Deepen Relationships

Nurture your relationships automatically with campaigns focused on timely financial issues.
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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.
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Engage Prospects and Retain More Clients

Your prospects and clients demand real, two-way conversations that are faster and more personal.
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Stay Compliant

Convos automatically keeps all of your messages separate from your personal accounts, keeping you and your compliance team happy.
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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

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TWO-WAY MESSAGING

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.

 

COMPLIANCE MORE THAN COVERED

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.

 

TEXTING AUTOMATIONS

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.

BUILD STRONGER RELATIONSHIPS WITH TEXT MESSAGE MARKETING

Convos is the most comprehensive text message marketing solution for
financial advisors. Period.

A BETTER WAY TO ENGAGE WITH PROSPECTS AND CLIENTS

Scroll through to check out sample Convos
Create an instant personal connection on a channel that your clients use every
single day, available for all of our marketing automation clients.

DONE-FOR-YOU-MARKETING PROGRAM

Marketing is hard. That’s why we built Freedom360. Instead of trying to manage your entire marketing system yourself, we’ll do it for you.