Anderson Financial Strategies

SL2 separates personal and work activity at Anderson Financial Services on the same smartphone by deploying a separate Mobile Business Number™(MBN). AFS changed their company signature to include their SL2 MBN, which has now become the company business number. AFS advisors can either text from the MBN directly from their personal smartphone or from their computer desktops or tablets. In addition to empowering clients on their preferred communication channel and helping AFS deliver on its mission, SL2 has dramatically reduced response times. SL2 compliant text messaging is driving productivity with responsive communication at Anderson Financial Strategies while in the office or on the go.

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Payne Capital Management

Prior to CellTrust SL2, the Payne Capital Management team had to explain to their clients that they couldn’t text message with them due to regulatory compliance. It was either that or walk around managing two cell phones – their personal and one that belonged to the company. When an advisor did have to respond or send a text message, they would have to make a screen grab to archive every work-related text message they had sent on their personal mobile phone. They also preferred not to share their private mobile phone numbers.

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Garden State Securities, Inc.

As a brokerage firm, we saw that we could no longer rely solely on email or phone calls anymore and needed to add compliant mobile communication channels as quickly as possible. As this is a relatively new technology space, until we found CellTrust – we found it somewhat challenging to find a vendor who wasn’t new to the space, had a good reputation and, most importantly, was familiar with the highly regulated financial services industry.

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Anonymous Independent Wealth Management Advisory

As we all had iPhones, we soon discovered that it was very difficult to find a vendor who could provide us with a solution which would work with the high level of security on the iPhone. Until we found CellTrust SL2, the solutions we found could not differentiate between personal and business text messages on the device. This meant an all or nothing approach. We either had to archive all text messaging on the device – both personal and business – or none. We even considered carrying around two phones, but soon determined that would be expensive for the firm and inconvenient for employees.

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Download Provident Wealth Advisors Case Study pdf

PROVIDENT WEALTH ADVISORS, LLC

We needed a compliant mobile communication solution for our financial advisors which was affordable, easy to use and all on one device. 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. Now we confirm all of our appointments the day before with CellTrust SL2 text messaging and we normally get a client response in seconds!

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