MyRepChat

PHONE: (844) 402-2428

Text your clients with a compliance-approved app.

MyRepChat is a fully compliant SMS texting platform. The Leaders Group has partnered with MyRepChat to provide a best-in-class solution. MyRepChat allows financial professionals and clients the ability to exchange text messages, and best of all, it’s compliant. MyRepChat does so much more than just a simple text message.

Can MyRepChat add value to my practice?

MyRepChat costs $15/month for The Leaders Group financial professionals. Do you think it’s worth adding to your communication strategy? Consider this:

  • Simple UI/CX: We offer a desktop and mobile-friendly user experience that feels familiar to you and your clients.
  • Integrations: Our software seamlessly integrates with top CRMs, Microsoft 365, and FMG, allowing for optimal efficiency.
  • EZ-Compliant Text Consent & Archiving: Secure data storage and non-complicated consent processes ensure compliance with record-keeping regulations.
  • Message Templates: Financial advisors can use pre-defined templates customized to their clients, streamlining communication.
  • Scheduled Messaging: Advisors can now schedule messages in advance, ensuring organized and timely communication with clients.
  • Automated Messages: Time-based automation can simplify repetitive tasks for advisors, thereby enhancing productivity and ensuring timely updates.
  • Auto Responses: Advisors can use personalized replies to maintain a professional communication style with clients even when they are unavailable.