Compliant Texting That Builds Relationships
Reach prospects where they actually respond. Text messaging with 97% open rates and full compliance.
97%
Open Rates
45%
Reply Rates
209%
Higher Response vs Email
Why Advisors Love Convos
Higher Response Rates
Text messages get 209% higher response rates compared to email.
Full Campaign Integration
Combine text messaging with email and social for multi-channel campaigns.
Fully Compliant
FINRA/SEC compliant messaging with full archiving and audit trails.
Better Follow-Up
Automated drip sequences that nurture leads via text.
Easy to Use
Simple interface for sending individual or bulk compliant messages.
CRM Integration
Syncs with Redtail, Wealthbox, and Salesforce.