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free webinar

MyRepChat + Riskalyze Integration in Action

Thursday,  January 31
1pm PST
Derrick Girard
Anthony Cavataio

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What You’ll Learn in This Webinar

Learn how to drive alignment between clients and portfolios through the lens of the Risk Number. 

Learn how implementing a fully compliant SMS text-messaging platform can help dramatically increase customer satisfaction and prospect conversion rates. 

Learn how the Riskalyze & MyRepChat integration can increase the rate of completion of risk assessments and how it can improve communication between clients and advisors.

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2019/1/31 1:00 PM

About The Hosts

Derrick Girard
CEO at ionlake

Derrick has spent 15 years in the financial services industry as an advisor, consultant, and business owner. As the CEO of ionlake, he created MyRepChat to solve multiple problems and dilemmas faced by advisors. Ionlake continues to go above and beyond by developing large scale SAAS products that provide business with the tools they need to improve their bottom line and the analytics that they need to make decisions. MyRepChat is a world-class text messaging platform that allows individuals to use text messaging to chat with their clients and remain in compliance where documentation is needed for regulation.

Anthony Cavataio
Product Specialist at Riskalyze
Anthony Cavataio is Riskalyze's Product Specialist and is responsible for arming the organizations' sales and support divisions with world-class product knowledge and training resources for Riskalyze.
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