CONVOS
Compliant Texting That Builds Relationships
Most advisors rely on email. But your clients? They’re checking their texts. Convos helps you stand out in a crowded inbox world by sending personal, timely messages that get opened, read, and acted on.
97% open rates. 45% reply rates. Welcome to the new standard in client communication.
Taylor Herzog
CFA, CAIA, Founder
TYME Advisors
“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!”
Reach Clients Where They’re Already Looking
Texting isn’t the future. It’s now. And your competitors are missing it. With Convos, you can engage your audience through timely, personal messages that strengthen relationships and drive action—without adding more work or compliance risk.
- Text Messages That Get Read – SMS messages have a 97% open rate, and most are read within 3 minutes.
- Higher Engagement, Higher Trust – Clients are 209% more likely to respond to texts than email. This helps keep conversations alive and leads warm.
- Compliant by Design – Every message is logged, archived, and easy to review—so you can text confidently, without crossing compliance lines.
Automated Sequences That Keep You Top of Mind
Set it, forget it, stay in touch. With Convos, you can schedule multi-step messaging flows for birthdays, appointments, reviews, and more.
- Multi-Touch Drip Sequences – Automate personalized outreach over days or weeks—without lifting a finger.
- Built-In Campaign Syncing – Texting is integrated into every campaign, so clients and prospects get reminders across channels.
- Triggered by Real Actions – Messages can be triggered by downloads, clicks, or form fills—so you follow up when interest is highest.
Lead Capture That Doesn’t Leak
The fastest firms win. Convos helps you respond to new leads in seconds—automatically.
- Capture Leads From Any Source – Forms, ads, events, social—every new contact is added automatically.
- Instant, Personalized Replies – Follow up with a branded text within 5 minutes, while competitors are still checking email.
- Seamless CRM Integration – All lead data and interactions sync directly with your CRM—no spreadsheets, no delay.
Compliance-Ready, Right Out of the Box
Texting shouldn’t be a liability. Convos was built with FINRA and SEC marketing guidelines in mind—so you can connect with clients and prospects confidently, without compliance headaches.
- Message Archiving – Every inbound and outbound message is automatically archived for audit trails and documentation.
- Approval & Lockdown Workflows – Route messages for pre-approval, lock down final versions, and protect your brand voice.
- Enterprise Controls – Whether you're a solo advisor or part of a large firm, your compliance team can monitor, manage, and review everything in one place.
Why Convos?
Not just texting. Not just automation. Convos is the easiest, most effective way to start real conversations—and keep them going.
209% Higher Response Rates Than Email
Build stronger relationships with messages clients actually read and reply to.
Full Campaign Integration
Texting isn’t a silo. Convos works hand-in-hand with your email and social outreach.
Fully Compliant
All messages are logged, archived, and review-ready—FINRA and SEC compliance is built in.
Better Follow-Up. More Appointments.
Texting drives replies. Replies drive meetings. Meetings drive revenue.
Easy to Use, Even Easier to Love
Built for advisors, not marketers. Set it up, let it run, and respond to messages easily.
Included in the Campaigns App
No extra tool, no extra logins. Just better marketing, built in.
Ready to Start More Conversations?
Texting shouldn’t be an afterthought. With Convos, it’s your secret weapon.
Book a demo to see how it works—or start texting today.
Frequently Asked Questions
Is Convos compliant with FINRA and SEC regulations?
+Yes. Every message sent through Convos is automatically archived. You can route messages for review, lock final versions, and enforce brand standards—making compliance simple for both solo advisors and enterprise firms.
Can I send texts automatically, or do I have to send them one by one?
+Convos supports both. You can schedule and automate texts as part of your campaigns, or send 1:1 messages as needed. It’s built for efficiency and flexibility.
How is Convos different from using my personal phone or another texting app?
+Unlike personal texting apps, Convos is compliant, integrated with your marketing system, and purpose-built for financial advisors. Every message is tied to real engagement activity—and tracked, archived, and reported.
Does Convos integrate with my CRM?
+Yes. Convos syncs with Redtail, Wealthbox, Salesforce, and other popular CRMs. That means every contact and conversation stays up to date—no manual logging or duplicate work.
What kinds of messages can I send with Convos?
+You can use Convos for lead follow-ups, meeting reminders, review requests, event invites, birthday messages, and more. It’s the fastest way to stay personal and top of mind.
Is Convos included in the Campaigns app?
+Yes. Convos is part of the Smart Growth Suite and is included in the Campaigns app—no extra tools or subscriptions required.
