Our customers’ Top Ten
With tens of thousands of users around the world – we get a lot of feedback. Our customers have identified these top ten stand out features as requisite to their compliant mobile-first business communication strategy.
- Easy to stay compliant with FINRA and SEC regulations.
- Convenient organization and separation of Business versus Personal mobile communications.
- You can SMS enable your existing office landline number.
- Automatic Reply feature allows you to automatically notify clients when you are unavailable, i.e., in a meeting, out of office, outside office hours.
- You can use the same business phone number on multiple mobile devices or from a web browser to send and receive messages and calls with clients, and they will all be captured for compliance.
- Messaging Templates allow you to pre-define commonly used messages and send them quickly for more efficient messaging, i.e., disclaimer and consent configurations, sending a link to schedule a meeting, creating a link to a document in box™, Microsoft OneDrive or another secure file sharing platform and sending.
- Scheduled Messaging feature allows you to send notifications of upcoming appointments.
- Dispatch feature allows you to message multiple clients at one time without exposing their information to each other.
- Add your signature with contact information and a scheduling link.
- Security: your communications are encrypted in transit and at rest while in CellTrust’s network.