The Challenge

Getting stock information to clients

Throughout the course of the day, the stock market undergoes many fluctuations. If you're an investment broker, you need to keep a careful eye on these fluctuations so as to deliver the best recommendations to your clients, who likely aren't as savvy as you are. How can you make sure that your clientele knows how their stocks are doing at a glance, without needing to sift through non-relevant information?

The Solution

Send an automated SMS message using merge tags

By automating an SMS to send out at a predetermined point during the day, such as the opening or closing of trading, you can deliver only the relevant information to your clients in an easily digestible and personalized format. You can use merge tags to include any number of stocks and financial data, providing an even further personalized experience for your clients.

The steps to success

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