Team-based compliant messaging using one Mobile Business Number — across SMS/MMS and WhatsApp
Modern client engagement often requires teams, not individuals. With CellTrust Shared Line (Shared MBN), multiple authorized employees can collaborate using the same Mobile Business Number™ (MBN) to engage clients and stakeholders—while maintaining the capture, supervision, and archiving controls required in regulated industries.
Enhance collaboration and client coverage
When clients text or message a business number, they don’t want to hear “I’m out of office.” Shared Line allows authorized teammates to step in—answering questions, scheduling, following up, and resolving issues using the same business identity to provide a consistent client experience.
A high-performing Financial Advisor may have several Client Service Associates responsible for screening and prioritizing opportunities arising from client phone calls, emails, and text messages. A shared MBN is particularly effective for supporting this workflow, enabling the team to efficiently manage communications and identify high-value opportunities.
Drive engagement on WhatsApp — without compromise
WhatsApp is one of the most widely used messaging platforms in the world, but regulated firms often prohibit it due to compliance and supervision concerns. SL2 integrated with WhatsApp helps organizations embrace WhatsApp while maintaining compliant capture and oversight—and Shared Line extends that value by enabling team-based collaboration on the WhatsApp channel using a Shared MBN.
Full oversight for compliance teams
Shared Line is designed to support governance by ensuring business communications can be captured, monitored, and archived in support of common regulatory requirements and eDiscovery readiness—helping compliance teams balance productivity, risk, and control.
Shared Line Options:
- Enable SMS/MMS on an existing landline (e.g., customer-facing sales or support numbers)
- Provision a new shared phone number in your preferred area code
- Port an existing mobile phone number
Common use cases
- Advisor + Assistant shared client engagement
- Branch / team coverage and after-hours continuity
- Service and support teams responding from a shared business identity
- High-volume client messaging where any authorized team member may respond
Features & Benefits
One shared business identity (Shared MBN)
Enable multiple users (e.g., advisor + assistant, service teams, coverage groups) to send and respond from a single approved business number
SMS/MMS + WhatsApp chat support
Collaborate on the channels stakeholders prefer—Shared Line works across SMS/MMS and WhatsApp to maximize responsiveness without sacrificing oversight
Maximize productivity without introducing risk
Keep teams aligned and responsive when multiple employees need visibility into the same client conversation—especially for coverage, escalation, and continuity
Compliant capture, supervision, and archiving
Communications are captured and archived for retention, monitoring, and eDiscovery workflows—reducing regulatory exposure and supporting compliant recordkeeping
Built for regulated industries
Designed for organizations that must supervise communications and maintain defensible records under strict regulatory requirements
Unified experience across devices
Seamless and secure from mobile to desktop—teams can send and respond using mobile and web experiences to keep work moving
Works with broader SL2 capabilities
Shared Line complements SL2 features such as True Group Messaging, templates, consent, policy controls, and optional channel integrations (e.g., WhatsApp) depending on deployment package
Get started
Connect with our Sales team today to see how CellTrust Shared Line can help your teams collaborate smarter, respond faster, and stay fully aligned with evolving regulatory expectations.