Stronger connections,
way faster — via text message

Simple, powerful, and compliant SMS marketing for financial advisers who demand meaningful connections.
Why Convos?

Why Convos?

Convos is the most comprehensive text message marketing solution for financial advisers. Period.

Your prospects and clients want real, two-way conversations

In the era of social media and online dating, it’s no wonder people want actual conversations – especially with their financial advisers.
What does it do?
What does it do?

Say hello to

Leads Never Cold

Haven’t connected with a prospect or client for far too long? Never again.  Leads Never Cold automatically keeps your conversations going, driving retention with our ever-growing bank of engaging, FINRA-approved text campaigns.
Go on...
Text From Your Office #

Keep it 100 ... Use
a familiar phone number

Send messages from your existing office phone or a new local Convos number so your prospects and clients know who they're speaking with at all times.
Wow! What else?
100% FINRA Compliant

Compliant campaigns
for everything you need

From direct engagements to automated messaging for routine interactions. Convos has you covered.
How does it work?

As easy as iMessage,
for you and your team

And with all the smarts and firepower you’ve come to expect from Snappy Kraken. Now for text messaging.

Two-Way Messaging

68% of consumers text more than they talk on their smartphones. Get on their level with the most comprehensive text message marketing solution for modern financial advisers.

Compliant SMS

Opt-in disclosures? Check. FINRA-review? Check. Save yourself from compliance anxiety with a library of pre-approved templates to welcome new contacts and drive appointments.

Texting Automations

It's all about acquisition and retention. Opt-in flows to welcome and make yourself accessible to new contacts. Check-in flows to stay top of mind with your biggest prospects and clients.

the bottom line

Conversations build
stronger relationships

Seamlessly facilitate conversations and deepen relationships with the only text message marketing platform purpose-built for financial advisers. How will you get started?