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Financial Brokerage

Financial Brokerage

The Communication Studio software solution seamlessly integrates instant messaging capability with your to existing contact management system using the latest in Internet communications technology.

For financial brokers the Communication Studio application can easily be used to quickly send out time-sensitive information or general news to large groups of targeted contacts. Use instant and personal voice messaging to disseminate:

list bullet Weekly or daily market notes and summaries
list bullet Special market news and announcements
list bullet Research comments
list bullet Sales driven and time-sensitive stock information
list bullet Special event invitations or announcements
list bullet Fundraising awareness
list bullet Corporate news

Quickly Notify and Respond to Clients

Brokers can quickly and easily pull a client list from their existing contact manager, record a personally voiced message, have it automatically routed for an internal compliance check, and send out their message all in a matter of minutes.

Instant messaging allows brokers, analysts and their assistants to invest their time in responding to clients that wish to take action rather than spending time on the phone repeatedly disseminating the same general news to each contact separately.

Security and the Latest in Technology

The desktop application is a web-enabled solution. It offers access to the latest in Internet enabled communications technology while not compromising the security of your private and confidential client data by keeping your client files strictly on your desktop at all times.

The Communication Studio can be fully integrated with various brokerage contact management systems and is built on the latest in VOIP and telephony communications technology. Messages can be delivered in a single blast your clients no matter if they prefer to receive voice, SMS (text) or email as needed or as requested.

Built-In Compliance Check Feature

Within the financial brokerage application there is a built-in compliance check feature that prevents any instant messages from going out that have not first been approved by your compliance department.

 
  Schedule a Demo and Test Call  

Call us to schedule a demonstration of the Splice Voice Messaging system and to evaluate your test call today! Splice account managers can be reached directly at (403) 720-8326 and accounts can be set-up within 1-2 business days.

Click here to go to the contact page.

For more information visit the Communication Studio or Pricing Details section of our website.

Please contact us to set-up your account and start your voice messaging campaigns immediately.Account set-up takes 1-2 days:

Tara Kelly or Daniela Trnka
Corporate Account Managers
Phone: (403) 720-8326
Email: daniela@splicesoftware.com
Email: tara@splicesoftware.com

     
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