Hearsay Relate empowers financial services firms with compliant texting and mobile calling, delivering a 98% text message response rate compared to 20% for email. Designed to enhance client-advisor communication, it ensures compliance with global regulations like FINRA and SEC while boosting productivity through AI automation, team delegation, and workflows. Advisors can separate personal and business communications, integrate with CRMs, and manage client interactions seamlessly. Features include smart message automation, group texting, bulk scheduling, and compliance tools like keyword blocking and encrypted messaging. Relate is scalable, quick to implement, and supports multiple mobile strategies, making it transformational for client engagement.

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