A better client experience starts here. · “Bring your Own Device (BYOD) Environment” Gartner Research calls the Bring Your Own Device (BYOD) trend “the most radical shift in

A better client experience starts here.

HOME OFFICE

Why MyRepChat …………………………………………

Why use My Rep Chat as a Firm …………………

Personal Cell for Business …………………………

Data Loss Prevention ……………………………………

Never Question Security ………………………………

Control at Your Fingertips …………………………

Capture + Access in your Archive ………………

Integrates with your CRM……………………………

Enabling a BYOD Environment …………………

Voice Calling ………………………………………………

Questionnaire ……………………………………………

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“We have never worked with a vendor that is so easy to work with and helpful.”

John, Compliance Officer with a Broker Dealer, and MyRepChat User

“The set up and implementation of MyRepChat was the easiest of any technology we’ve ever implemented.”

Joe, CCO with a Broker Dealer, and MyRepChat User

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Why was MyRepChat created?

MyRepChat was created by an advisor who, through no fault of his own,

received text messages from his clients… He repeatedly told them it was

not an approved way to communicate and he could not respond or

interact through a text; however, they persisted… There were other

solutions on the market; however, none of them were anything more than

a texting tool that made compliance happy, but did little in the way of

building excitement… MyRepChat was created to be a communications

platform, not just a texting tool and the features and integrations built

within are proof that there was an advisor involved in the development…

No one knows what advisors need more than an advisor, and no tool out

there today can do what MyRepChat can do…

WHY TEXTING? • Consumers are more likely to open text messages before

any other form of mobile communication…

• The average response time for a legitimate email is about 90 minutes, compared to 90 seconds for a text message. (CTIA…org)

• SMS produces engagement rates 6 to 8 times higher than retailers normally achieve via email marketing… (Mobile Commerce Daily)

• 79% of mobile phone users check for new messages within 15 minutes of waking up. (IDC/Handyman Marketing)

• #1 reason affluent clients fire advisor: lack of communication!

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Why use MyRepChat as a Firm?

IT’S TURNKEY • MyRepChat is ready to implement in minutes • According to SavvyApps, it can take anywhere from 4-6 months to build an app

and cost anywhere from $500,000 to $1,000,000 if built by a large agency • We archive where you archive… There is no need to worry about building

an integration or taking what your archiving firm is selling. We archive where you archive and if that changes, we’ve got you covered…

• MyRepChat can be adopted at an enterprise level or advisor level

IT’S INTEGRATED

• We’ve built the CRM integrations you and your advisors want and need to stay compliant and consistent

• We have an open API so if you want another integration, we can accommodate• iOS, Android, and Windows phones are all covered

IT’S COMPLIANT

• Each user has an encrypted database and all databases are SEC 17a-4 Compliant• Messages are encrypted in transit and at rest• Personal and Business messages are always separate

REASON 1

REASON 2

REASON 3

Don’t use your personal cell phone number for business use. Why?

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There is no encryption on the users personal messaging

application

There is no separation of personal and business

communication

Potentially subjects all personal messages to

FINRA Review

No way to prevent PII from being transmitted via a

text message

Requires documented and verifiable policies for

separation of personal and business messages

Messages are not stored in WORM format or transmitted automatically to be stored in

a compliant format

Text messages on a personal messaging application may be

a violation of protocol rules

Does not allow a users assistant to support in

any way

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MYREPCHAT’S DLP FEATURE ALLOWS FOR: • 100% customization• Immediate triggers and notifications• Pre-Review: requiring an approval or rejection of message• Post-Review: Allows message to be sent; however, still triggers

a notification

Pre-Review of a text message has been almost impossible up until this point. With our new DLP feature, it is now possible!

User attempts to send a flagged message…

User is notified immediately that the message has not been sent, and is pending review…

Admin is immediately notified of flagged message…

Admin reviews and rejects message, preventing from being sent. Notification is sent to user alerting to rejection…

DATA LOSS PREVENTION EXAMPLE:

My account number is XXX-XXXX

! YOUR MESSAGE HAS NOT BEEN SENT! YOUR MESSAGE

HAS BEEN REJECTED BECAUSE………

Compliance no longer needs

to worry about sensitive data being

transmitted through unapproved

channels!

Prevent users from transmitting sensitive or critical information.

Data Loss Prevention (DLP)

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Never have to Question Security

Messages are encrypted

in transit

Messages are encrypted

at restData is

stored in dedicated databases for each

userNo one other than the user has access to

messages

Firm owns all data

at all times

SAML is available

Control at Your FingertipsWith MyRepChat’s Administrative Portal, your home office can have control over virtually every aspect of MyRepChat.

• Set consent rules• Set Data Loss Prevention phrases

and patterns• Manage users• View activity and usage statistics • Turn features on/off • So much more!

Multi-Factor Authentication

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Capture + Access Text Messages in your Existing Archive:If your archiver already handles your email, social media, and website monitoring, why find a new archiver? MyRepChat creates a simple, yet flexible way to facilitate the capture, review, and archive of all business related text messages… Text messages containing words, images, emojis and even documents are all captured, time and date stamped and sent directly to your archiver based on the frequency you request… Best of all, if you change your archiving relationship, we can change with you… Please check myrepchat.com for the most up-to-date integration partners. Our integration partners grow continuously.

We’ve currently established partnerships with organizations across the industry, including:

We’ve currently established direct archiving relationships with the following organizations and MORE:

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Capture + Access Text Messages in your Existing Archive:

CURRENT INTEGRATIONS:

Our CRM Integrations allow users to avoid the painstaking process of duplicating contacts and the time sensitive process of storing notes.

Integrates with your CRM

Hello- Just a quick reminder of our lunch appointment Monday, May 9 at 12pm… -John To confirm, text Confirm. To decline, Text NO.

Hello- No, not at this time…-Thanks, John

Confirm

Is there anything I should bring with me to the appointment?

Jane Smith

Your Phone CRM Archived Notes

Notes

05/01/2018 09:45:02 --- Hello- Just a quick reminder of our lunch appointment Monday, May 9 at 12pm. -John To confirm, text Confirm. To decline, Text NO. 05/01/2018 010:01:03 --- Jane Smith--- Confirm 05/01/2018 010:03:05 --- Jane Smith--- Is there anything I should bring with me to the appointment? 05/01/2018 10:10:02 --- Hello- No, not at this time. -Thanks, John

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Enabling a true “Bring your Own Device (BYOD) Environment”

Gartner Research calls the Bring Your Own Device (BYOD) trend “the most radical shift in client computing since the introduction of the PC.” A BYPD policy allows employees to use their own smartphones and other mobile devices for business purposes. This approach brings a number of benefits for firms, including dramatically reduced costs for airtime, hardware and technical support, as well as increased employee satisfaction with devices of their own choosing…

Manage the app, not the device. MyRepChat is the only solution dedicated to the BYOD approach to business communication… MyRepChat is not only carrier agnostic, but they are phone agnostic as well providing a solution that can be used on iOS, Android, and Windows devices in addition to sending and receiving text messages from a computer…

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Voice Calling allows MyRepChat users to do more than just text. Your MyRepChat number can now be used in conjunction with your cell phone to allow just one phone number for your clients to contact you. Either through SMS or voice.

Voice Calling

Hello- Just a quick reminder of our appointment Tuesday, September 11 at 10am…To confirm, text Confirm. To decline, Text NO…

Confirm

Is there anything else you need from me before the appointment?

You will receive a call from your MyRepChat number.

Click to answer.

Your Clients PhoneYour Phone Your Phone

• Incoming Call Options — either take the call or send the call to voice mail…

• Recording — you can record all incoming and outgoing phone calls…

• Transcription — you can get transcriptions of all your recorded calls…

• Recordings and transcriptions will automatically be sent to any archive/crm integrations you have configured.

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Call client through the MyRepChat App call button…

Client receives the call from your MyRepChat

number connecting you via your cell network…

John LarsonXYZ Company

+1 (612)-260-8143

VOIP CALL• Poor cell quality• Higher rate of dropped calls• Uses up data plan CELL CALL• Uses cell minutes (most have unlimited)• Better call quality• Lower Rate of dropped calls

VOIP CALL VS. CELL CALLS OTHER OPTIONS:

Hello- Just a quick reminder of our appointment Tuesday, September 11 at 10am… -JohnTo confirm, text Confirm. To decline, Text NO…

Confirm

Is there anything else you need from me before the appointment?

CALL INITIATED, USE YOUR PHONE TO COMPLETE THE CALL

Jane Smith

HERE’S HOW IT WORKS:

Enabling a true “Bring your Own Device (BYOD) Environment”

HOME OFFICE QUESTIONNAIRE a= YES

What Questions to ask when considering a Texting Solution Choose the right Partner Don’t be fooled by the big names and the well-crafted sales pitches. Start by asking the right questions and getting the answers you need to feel comfortable. Not having a solution is no longer an option. We’ve created a simple checklist to help as you compare vendors to ensure you make the right decisions for your firm and your advisors.

Do we get a dedicated administrative portal? a What is the cost to have this? FREE

Can we establish our own disclosure requirements? a Negative Consent a Positive Consent a Disclosure Messages/Links aCan we be alerted if a user alters their profile? aWhat is the set up cost? $0

Can we add our own logo and color scheme? aCan we view and oversee all users signed up? a Can we see their usage? a Can we see their texting number? a Can we de-activate or terminate their account? aDo we get a dedicated URL for users to sign up under our firm? aCan users sign up without needing to contact the vendor? aCan users assign their texting number instantly or is there a delay? INSTANT

Can users use their office phone numbers for business texting? aCan a user sign up and begin texting immediately? aAm I notified when a user signs up? aIs it integrated with our existing archiver? aWhere is the company located? MN

Who owns the data? FIRM

What is the minimum number of users we must have? 0

(844) 402-CHAT | [email protected] | www.MyRepChat.com

Do we get a dedicated administrative portal?a What is the cost to have this?FREE

Can we establish our own disclosure requirements?a Negative Consenta Positive Consenta Disclosure Messages/LinksaCan we be alerted if a user alters their profile?aWhat is the set up cost?$0

Can we add our own logo and color scheme?aCan we view and oversee all users signed up?a Can we see their usage?a Can we see their texting number?a Can we de-activate or terminate their account?aDo we get a dedicated URL for users to sign up under our firm?aCan users sign up without needing to contact the vendor?aCan users assign their texting number instantly or is there a delay?INSTANT

Can users use their office phone numbers for business texting?aCan a user sign up and begin texting immediately?aAm I notified when a user signs up?aIs it integrated with our existing archiver?aWhere is the company located?MN

Who owns the data?FIRM

What is the minimum number of users we must have?0