As the popularity of text messaging continues to grow in the business world, your employees and clients now expect to be able to use it to communicate. Since you don’t want to prohibit the use of this valuable tool, you need to figure out how you can allow use without violating regulations and damaging your firm’s overall reputation. Text messaging doesn’t have to create risks, but you may need to make changes to ensure your firm is protected.

Download this guide now to get crucial information about text messaging and your business, including five proactive steps you can take right now to build a risk-management program that protects your organization while allowing you to use text messaging. These steps include:

• Deciding who will own and operate devices used for text communications
• How to update your policies 
• Picking the appropriate mobile plans/carriers
• Determining if your firm needs to use a Mobile Device Management (MDM) solution
• Strategies to retain, supervise, and produce text message data

Fusing these five elements to form your mobile strategy will help ensure that your firm’s compliance, legal, IT, risk management, and other critical teams coordinate and prepare to mitigate text message risks. Act now to make sure your advisors can be truly mobile, without worry.