Download Garden State Securities Case Study pdf

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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Download Anonymous Case Study pdf

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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