EXCLUSIVE – Merrill Lynch Wealth Management is adding a client-to-advisor texting capability to its mobile app starting next month.
For the feature, Merrill Lynch has partnered with mobile communication solutions provider CellTrust to manage, track, and deliver text messaging. All communication will be time- and date-stamped, tracked, logged and archived.
According to a statement released today, Andy Sieg, head of Merrill Lynch Wealth Management, said:
Texting is just our latest investment in building our state-of-the-art digital capabilities – so that we can serve our clients when, where and how they want…It’s one more step toward making the full advantages of our combined Bank of America and Merrill Lynch platform of products and services easily accessible.
Financial advisors enrolled in Merrill’s mobility program will automatically gain access to the feature by providing their office phone numbers. The texting works on both Apple and Android devices as well as web interface.
Learn more about digital banking and online investing at Bank Innovation 2018 in San Francisco on March 5-6. Request your invitation here.