#Compliance toolKit

Compliance more than covered — back to building relationships

From the SEC to the FCC, Convos delivers compliance peace of mind so advisers can focus on what’s most important: building stronger relationships with prospects and clients.
Our calendars are open for compliance due diligence calls. Book yours today.
Opt-In Flows
New contact welcome opt-in automations
Archiving & Journaling
Customizable and easy to configure
MyRepChat Connect
A native integration with the SMS archiving provider

Welcome your new contacts and drive SMS opt-in with an efficient and delightful experience

How does it work?
100% Customizable Messages
Customize the language you use to greet your audience as you ease them into text marketing. You can even turn the automation off if you want to handle opt-in manually.
Best Customer Experience
A pleasant and beautifully designed customer experience that also guarantees SMS marketing compliance.
Send Opt-in Links
Easily send welcome opt-in links in just 1-click from all the places that you’d expect to be able to do so within the incredibly intuitive Convos app.
100% Customizable Inbound Flow
Customize the language you use to greet your clients and prospects as you automatically ease them into opting in for SMS marketing. Even turn the automation off if you want to handle opt-in manually.
Best Customer Experience
A pleasant and beautifully designed customer experience that also guarantees SMS marketing compliance.
Send Opt-in Links
Easily send welcome opt-in links in just 1-click from all the places that you’d expect to be able to do so within the incredibly intuitive Convos app.
Book my compliance due diligence call

Everything is under your control

A highly flexible archiving feature set that meets the stringent record-keeping requirements of financial industry regulators.
Contextual Journaling
Messages are delivered directly to you and your current archiving address so you don’t need to login anywhere new to analyze them.
Review Profiles Summer 2022
Monitor teams that sign up within your organization. Track their usage and manage their campaigns.

Already on MyRepChat?

We've Got You Covered!

If your organization has already approved MyRepChat, your policies and controls will automatically continue to function as configured. No additional configuration required.
Connect MyRepChat
When you onboard for Convos, you’ll be able to activate your existing MyRepChat phone number instantly — in minutes.

the bottom line

Conversations build
stronger relationships

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