Staying top-of-mind with prospects and clients is essential to your bottom line.
Absent in-person meetings, texting offers a timely, personal and effective digital channel for 1:1 communication. Not only is it the clients’ preferred channel, it’s often the advisors’ preferred channel as well.
With Relate's combined compliant texting, high-quality voice calls, and workflows, It's easy to scale client touchpoints, move business forward, and increase client loyalty--all while on-the-go.
Watch this video to see what a typical day looks like for an agent or advisor using Hearsay Relate.