“Texting is just our latest investment in building our state-of-the-art digital capabilities – so that we can serve our clients when, where and how they want,” said Andy Sieg, head of Merrill Lynch Wealth Management. “It’s one more step toward making the full advantages of our combined Bank of America and Merrill Lynch platform of products and services easily accessible.”
“We understand that a growing number of clients prefer to text with the professionals in their lives. This text messaging solution serves to further open communications channels between advisors and clients which will further enhance communication and greatly improve efficiency,” said Frank Laferriere, Senior Vice President and Chief Operating Officer of Mandeville.
“We have fully integrated SL2 into our firm’s compliance systems and now have a very high level of comfort because – not only do our advisors have what they need to stay leading-edge – we are now confident our mobile communications are in line with the latest industry rules and regulations. It’s been a real win-win and a very positive experience with CellTrust from beginning to end.” Steven Trigili, Chief Compliance Officer, Garden State Securities
“Our research paid off when we found CellTrust. With the CellTrust SL2 app on our personal iPhones, provisioned with dedicated Mobile Business Numbers, CellTrust’s dual-persona technology separates personal and business activity on the same smartphone. It’s been a positive experience that helped us solve a problem and it’s been beneficial for our company.” Anonymous, Chief Compliance Officer