The 2024 Finserv Digital Communication Channels Guide highlights the importance of secure, compliant, and scalable digital communication solutions for financial services firms. Clients expect engagement through preferred channels like SMS, LinkedIn, and WhatsApp, but adoption poses risks such as regulatory scrutiny, compliance overhead, and reputational harm. To vet channels effectively, firms should evaluate financial services fit, platform risk, and maturity while ensuring compliance solutions are integrated. Proven platforms like SMS and LinkedIn balance risk and value, enabling scalable supervision and client engagement. Hearsay's solutions simplify compliance and optimize field productivity, offering a trusted, purpose-built platform to mitigate risk and enhance client interactions.

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