Waddell & Reed, Inc. Connects Advisors, Clients Through Texting
WADDELL & REED FNANCIAL (WDR)
Last waddell & reed fnancial earnings: 4/28 06:45 am
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Source: Business Wire
OVERLAND PARK, Kan.--(BUSINESS WIRE)-- Financial advisors associated with Waddell & Reed, Inc. can now communicate with their clients through text messages, the latest action by the broker-dealer to advance the technology, support systems and overall experience for its affiliated advisors. Waddell & Reed, Inc. this month unveiled MyRepChat™, a text capture program for mobile and desktop use, to its network of more than 1,400 advisors and associate advisors. Through the MyRepChat app, advisors can text with clients, manage, schedule and track messages, send out-of-office responses, integrate messaging with their CRM (customer relationship management) system, and add an optional voice feature that facilitates the initiation and reception of calls through the app. “We want to help advisors communicate and interact with clients conveniently, and in the way many clients like to engage,” said Shawn Mih
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