Salesforce SMS for Financial Services

29 Jun: Salesforce SMS for Financial Services: Compliance-First Messaging for Advisors, Lenders, and Brokers

Financial services firms have a different relationship with text messaging than most industries. Every send carries compliance weight  consent, retention, audit trails and that’s kept a lot of advisors and lenders on the sidelines while other sectors moved fast. SMS for financial services in Salesforce changes that calculus. Done right,…