Industry Headquarters Financial Services Dayton, Ohio USA Case Study Customer Objectives The advisory team at AFS combines industry best practices, leading-edge technology and professional human advice to provide a premium client experience. Frequent and open client communication is key to keeping their clients plugged into an ecosystem of financial advice designed to deliver confidence around their financial strategy. As the clients at AFS prefer text messaging, this requires a reliable, convenient and compliant communication channel. Solution • CellTrust SL2 domain provisioned in a multi-tenanted instance • Multiple CellTrust Mobile Business Numbers (MBN) • User Voice and Messaging • Users APP to APP Calls and Group Chat Only • Configured for real-time capture in Smarsh Professional

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