Keener Financial Planning uses MassMailer to help meet SEC compliance regulations BACKGROUND / CHALLENGE Keener Financial Planning ( ?www.keenerfinancial.com ? ) provides a full range of comprehensive financial planning services. Like similar firms, they are obliged by SEC regulations to send our policy documents at least once a year to all their accounts and archive for compliance purposes. They originally used Redtail CRM for sending and achieve policy documents, but in 2017 switch to Salesforce because it had better support for TD Ameritrade which they use. Once they switched to Salesforce they realized that they had lost the functionality to send and archive attachments via the standard Salesforce email capabilities. SOLUTION Keener looked for a solution to sen

Join for free to read