Registered Investment Advisors (RIAs) are always looking for ways to stay in touch with clients and make communication smoother. One tool making a big difference is Salesforce-integrated SMS—text messaging built right into the Salesforce platform.
Let’s break down how RIAs are using it and why it matters.
RIAs need to respond quickly and clearly to clients. Email is often too slow, and switching between systems wastes time.
“You’re able to text clients directly out of Salesforce,” says Jonathan Peckham, Consulting Manager at SOLVD.
By using SMS that works inside Salesforce, advisors can:
One of the best parts? You never lose the context of a conversation.
“You can keep track of conversation history from the person account record,” Jonathan Peckham, Consulting Manager at SOLVD explains.
That means no more scrolling through your phone or guessing what you last said.
You can also use Salesforce Flow and other tools to automate messages. This is helpful for things like:
Some popular tools for this are Mogli and 360 SMS, which SOLVD has helped many clients set up.
SMS in Salesforce is already useful—but it can get even better with AI.
“With advances in AI technology, you can take your client conversations to a whole new level,” says Jonathan Peckham, Consulting Manager at SOLVD.
Using AI tools like Salesforce Agentforce or platforms like ChatGPT, you can create messages automatically and even have AI reply to clients on your behalf.
SMS in Salesforce helps RIAs work smarter, not harder. It improves how you connect with clients, saves time, and adds a personal touch at scale.
SOLVD helps RIAs and financial teams use Salesforce and tools like integrated SMS the right way. Whether you’re just getting started or ready to bring in AI, we’re here to help.
👉 Schedule a free consultation with SOLVD.cloud today.
Let’s talk about how you can use Salesforce SMS to serve your clients better.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
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