USER EXPERIENCE. A better client experience starts here.

Transcription

1 USER EXPERIENCE A better client experience strts here.

2 Why MyRepCht Fetures + Benefits Why use My Rep Cht s n Advisor 5 Integrtes with your CRM... 6 Archiving + Prtnerships... 7 Convert Led into Client... 8 Personl Cell for Business... 9 Voice Clling Testimonils Questionnire BC

3 Why ws MyRepCht creted? MyRepCht ws creted by n dvisor who, through no fult of his own, received text messges from his clients. He repetedly told them it ws not n pproved wy to communicte nd he could not respond or interct through text; however, they persisted. There were other solutions on the mrket; however, none of them were nything more thn texting tool tht mde complince hppy, but did little in the wy of building excitement. MyRepCht ws creted to be communictions pltform, not just texting tool nd the fetures nd integrtions built within re proof tht there ws n dvisor involved in the development. No one knows wht dvisors need more thn n dvisor, nd no tool out there tody cn do wht MyRepCht cn do. WHY TEXTING? Consumers re more likely to open text messges before ny other form of mobile communiction. The verge response time for legitimte emil is bout 90 minutes, compred to 90 seconds for text messge. (CTIA.org) SMS produces enggement rtes 6 to 8 times higher thn retilers normlly chieve vi emil mrketing. (Mobile Commerce Dily) 79% of mobile phone users check for new messges within 15 minutes of wking up. (IDC/Hndymn Mrketing) #1 reson ffluent clients fire dvisor: lck of communiction! 3

4 Fetures + Benefits 100% COMPLIANT TEXT AND GROUP MESSAGING Birthdys, nniversries, events, ppointments, nd more! With our pltform, clients will never hve to downlod n pp or softwre to communicte with you. With group messging, ech contct receives n individul messge. DIGITAL ASSISTANT Scheduled, utomted, nd efficient client communiction leving you more time to do wht you do best. DOCUMENTS AND IMAGES Sometimes clients choose to send things like documents or imges through text. MyRepCht cn hndle these being sent out or being received by user. IMPORT YOUR CONTACTS Esily import your contcts from your CRM or your mobile phone nd begin texting immeditely. Our CRM Integrtions lso llow you to hve your converstions instntly rchived in your CRM. DIGITAL ASSISTANT TEXT + GROUP MESSAGING KEEP YOUR NUMBER You cn keep your existing lndline number nd hve text messges to tht number flow through MyRepCht. Clients only need to know one number! 4 AUTO-FORWARD If you don t hve lndline number to text enble, we cn crete text number for you nd uto-forwrd ll clls to number of choice. The best prt? You cn chnge the number it forwrds to t ny time. SCHEDULING FUNCTION You cn pln nd schedule messges in the future nd crete recurring messges to celebrte importnt dtes. Push send once, nd be worry-free while you re mrketing is executed! INTEGRATED V-CARD With MyRepCht, getting your contct informtion into the hnds of your clients nd prospects hs never been esier. Your V-Crd cn be requested t will by clients nd prospects or you cn hit one button nd send it. The best wy to ensure your business crd is never lost is to mke sure it is sved s contct immeditely. CUSTOMIZABLE WORKFLOWS MyRepCht llows users to crete customizble workflows. With these, user cn set their own rules to speed up the time it tkes client to receive response. If client texts specific word or messge, you cn now trin your system to utomticlly respond with your desired messge. USER BENEFITS Know your messges re delivered Increse personl touches with your clients You re esier to connect with Your stff cn mnge the entire process Automted responses Much more!

5 Why use MyRepCht s n Advisor? CLIENTS WANT YOU TO REASON 1 89% of consumers wnt to use messging to communicte with businesses 1 People prefer text most for scheduling or chnging ppointments, nd mking or confirming reservtions 2 Messging is the #1 preferred customer support chnnel in the U.S. 1 PROSPECTS WANT YOU TO REASON 2 90% of leds prefer to be texted, compred to being clled 3 Response rtes from text re 209% higher thn those from phone clls 3 Texting in the sles process with qulified led cn increse conversions over 100% 4 THE VALUE OF YOUR PRACTICE DEPENDS ON IT REASON 3 66% of children fire their prents finncil dvisor fter they receive n inheritnce 5 Advisors need to find cretive wys to continue the converstion bout gols, nd the motivtions for reching them 6 Lck of communiction is the number one reson people chnge finncil dvisors, performnce is t the bottom of the list 7 1 Twilio 2 Hrris 3 FrnchiseHelp 4 Velocify

6 Integrtes with your CRM Our CRM Integrtions llow users to void the pinstking process of duplicting contcts nd the time sensitive process of storing notes. Notes Jne Smith Hello- Just quick reminder of our lunch ppointment Mondy, My 9 t 12pm. -John To confirm, text Confirm. To decline, Text NO. Confirm Is there nything I should bring with me to the ppointment? 05/01/ :45: Hello- Just quick reminder of our lunch ppointment Mondy, My 9 t 12pm. -John To confirm, text Confirm. To decline, Text NO. 05/01/ :01: Jne Smith--- Confirm 05/01/ :03: Jne Smith--- Is there nything I should bring with me to the ppointment? 05/01/ :10: Hello- No, not t this time. -Thnks, John Hello- No, not t this time. -Thnks, John Your Phone CRM Archived Notes CURRENT INTEGRATIONS: 6

7 Archiving + Prtnerships Discover how prtnership with MyRepCht cn grow your business. No one wnts to dd new rchiving reltionship to their business. With MyRepCht you don t hve to. MyRepCht currently integrtes with the following orgniztions to fcilitte the cpture, review, nd rchiving of ll MyRepCht text messges. Plese check myrepcht.com for the most up-to-dte integrtion prtners. Our integrtion prtners grow continuously. We ve currently estblished direct rchiving reltionships with the following orgniztions nd MORE: We ve currently estblished prtnerships with orgniztions cross the industry, including: 7

8 How text messges cn help n dvisor convert led into client. Imgine this: You receive referrl nd you cll the prospect only to receive their voicemil. CONSIDER THIS: Only 4.8% of voicemils receive returned cll Response rtes from text re 209% higher 1 90% of leds prefer to be texted, compred to cll 5 You re now ttempting to schedule or reschedule meeting with very busy prospect. CONSIDER THIS: People prefer text most for scheduling or chnging ppointments, nd mking or confirming ppointments 3 Text verifiction rtes re consistently round 200% higher thn emil verifiction 6 The prospect is now your client. CONSIDER THIS: 80% of professionls currently use text for business purposes 7 89% of consumers wnt to use messging to communicte with businesses 8 97% of Americn dults text weekly

9 Don t use your personl cell phone number for business use. Why? 1 2 There is no encryption on the users personl messging ppliction Text messges on personl messging ppliction my be violtion of protocol rules 3 4 There is no seprtion of personl nd business communiction Does not llow users ssistnt to support in ny wy 5 6 Potentilly subjects ll personl messges to FINRA Review Requires documented nd verifible policies for seprtion of personl nd business messges 7 8 No wy to prevent PII from being trnsmitted vi text messge Messges re not stored in WORM formt or trnsmitted utomticlly to be stored in complint formt 9

10 Voice Clling Voice Clling llows MyRepCht users to do more thn just text. Your MyRepCht number cn now be used in conjunction with your cell phone to llow just one phone number for your clients to contct you. Either through SMS or voice. HERE S HOW IT WORKS: Jne Smith Hello- Just quick reminder of our ppointment Tuesdy, September 11 t 10m. -John To confirm, text Confirm. To decline, Text NO. Confirm Is there nything else you need from me before the ppointment? Hello- Just quick reminder of our ppointment Tuesdy, September 11 t 10m. To confirm, text Confirm. To decline, Text NO. Confirm Is there nything else you need from me before the ppointment? John Lrson XYZ Compny +1 (612) CALL INITIATED, USE YOUR PHONE TO COMPLETE THE CALL Your Phone Your Phone Your Clients Phone Cll client through the MyRepCht App cll button. You will receive cll from your MyRepCht number. Click to nswer. Client receives the cll from your MyRepCht number connecting you vi your cell network. VOIP CALL VS. CELL CALLS OTHER OPTIONS: VOIP CALL Poor cell qulity Higher rte of dropped clls Uses up dt pln CELL CALL Uses cell minutes (most hve unlimited) Better cll qulity Lower Rte of dropped clls Incoming Cll Options either tke the cll or send the cll to voice mil. Recording you cn record ll incoming nd outgoing phone clls. Trnscription you cn get trnscriptions of ll your recorded clls. Recordings nd trnscriptions will utomticlly be sent to ny rchive/crm integrtions you hve configured. 10

11 Testimonils Providing clients with vriety of communiction options isn t luxury nymore. We feel it is criticl to meet our clients where they re. Tht my be vi emil, web meeting, socil medi, phone clls, nd incresingly, vi text messges. Using the ntive cell phone messging systems just doesn t get the job done. We needed tool tht my entire tem could use, nd would provide the rchiving tht complince officers would expect. MyRepCht ws the solution we hd been trying to find. In ddition to providing needed tools we sought, the support response hs been mzing. If you need complince-friendly, clientcentered text messging solution, look no further thn MyRepCht. Derieck, Current User I m very plesed with MyRepCht, it llows me to use text messging with clients, nd still be complint in my record keeping, with no extr effort fter set up. Clients, even over ge 70, expect to be ble to use texting s form of communiction. I m thrilled to finlly be ble to use texting in my finncil plnning/investment dvisory prctice. Rndy, Current User 11

12 Wht Questions to sk when considering Texting Solution Choose the right Prtner Don t be fooled by the big nmes nd the well-crfted sles pitches. Strt by sking the right questions nd getting the nswers you need to feel comfortble. Not hving solution is no longer n option. We ve creted simple checklist to help s you compre vendors to ensure you mke the right decisions for your firm nd your dvisors. ADVISOR QUESTIONNAIRE = YES Cn I use my office number for business texting? If not, cn I hve number with my re code? How long is the set-up process? Does it integrte with my CRM? Cn my ssistnt log in using their own credentils? Cn I schedule messges for vrying frequencies? Does it hve vcrd? Cn I crete custom templtes? Cn I crete custom uto responses? Cn I send nd receive imges nd emojis? Cn I send nd receive documents? Cn I mke phone clls directly from the pp? Cn clls be recorded? Cn recordings be trnscribed? Is there n out of office feture? Cn I updte my billing in the pp? Are my messges kept seprte from others? minutes (844) 402-CHAT info@ionlke.com