Provident Wealth Advisors, LLC use CellTrust SL2 to speed up client meeting confirmations and to keep their mobile communications compliant
Provident Wealth Advisors, LLC use CellTrust SL2 to speed up client meeting confirmations and to keep their mobile communications compliant
1 PagesIndustry Headquarters Financial Advisors Financial Services The Woodlands, TX USA 3 Case Study Customer Objectives We needed a compliant mobile communication solution for our financial advisors which was affordable, easy to use and all on one device. Solution • CellTrust SL2 domain provisioned in a multi-tenanted instance • Multiple CellTrust Mobile Business Numbers (MBN) • 3 User Voice and Messaging • 3 Users APP to APP Calls and Group Chat Only • Archiving configured to email journal to Communications Director Results In addition to our financial advisors and clients being able to communicate on their own mobile phones - we now use text messaging for client meeting confirmations. On average, it used to take 24-48 hours for our clients to respond to an email to confirm an appointment
