Consumer protection for text messaging: meeting compliance challenges

Learn how you can keep advisor and customer program adoption high while minimizing risk

This ebook provides an overview of guidance from regulatory agencies like the FCC around text messaging — and how you can keep advisor and customer program adoption high while minimizing risk.

We take a look at:

When are financial services firms required to get customer opt-in?
What are the consumer protection principles at work?
What are the legal obligations around 1-1 text messaging?
How can you be extra safe without implementing onerous opt-in policies?

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Consumer protection for text messaging: meeting compliance challenges

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