The financial services firm Edward Jones won the technology category for large broker/dealers at the 2016 WealthManagement.com Industry Awards.
The award recognized Edward Jones for being the first large financial services firm to introduce two-way texting with clients that meets industry regulations, a challenge some in the industry assumed insurmountable. The organization introduced two-way texting with clients in late 2015, leveraging existing messaging features available to branches. After clients verify their phone number and opt in to their preferred services, they can begin texting with Edward Jones, receive alerts and get appointment reminders on their cell phones. Nearly half of financial advisors now have texted with clients, with all communications archived and monitored for compliance purposes.
“This is something our clients, especially younger clients, want,” said Kacie Levy of Hermiston.
Edward Jones, Levy said, seeks to deliver excellent service by meeting client needs, including communicating and doing business in ways that are most convenient for clients. By doing this, she said it helps clients in meeting their most important financial goals.
The 2016 WealthManagement.com Industry Awards recognize outstanding achievement, innovation and support among vendors and suppliers serving the financial advisor industry. In its second year, the awards were distributed to 51 firms in the wealth management and asset management space, out of 300 companies that applied and 400 nominations.
There are several Edward Jones financial advisors in Hermiston and Pendleton. To learn more, visit www.edwardjones.com.