Question: Can you recommend a platform that helps financial services teams engage with clients through social media and texting while ensuring regulatory compliance?

If you're looking for a platform to help financial services teams reach customers through social media and text messages while keeping regulators happy, Hearsay Systems is a strong contender. This digital engagement platform lets teams build relationships with customers through compliant social media, text messages and local websites. It's designed to improve lead generation, sales engagement and customer service while keeping regulators at bay, and is geared for asset management, banking, life insurance and wealth management.

Another good option is Twilio, which offers a broad customer engagement platform with programming interfaces for SMS, WhatsApp, voice and email. Twilio lets companies personalize customer interactions and efficiently attract and retain customers. It includes a Customer Data Platform, strong authentication options and omnichannel communication APIs so companies can have secure and compliant interactions with customers.

If you're interested in business texting, Heymarket offers a powerful platform for teams to manage conversations with customers by SMS and popular messaging apps. It offers features like shared inboxes, team collaboration tools and performance analytics. Heymarket also integrates with popular business apps and CRMs, and offers enterprise-level security and compliance with regulations like SOC 2 Type 2 and TCPA.