- Visionary Wealth Advisors is a financial services company.
We provide financial planning and investment management
to businesses and retail clients.
Over the years, we've seen an evolution
in the way that our clients
expect us to communicate with them.
As a regulated industry, we have an obligation
to retain and monitor those communications.
Visionary chose CellTrust as its text messaging solution
because of its relationship with Microsoft.
- CellTrust SL2 is a secure and compliant platform
for BYOD, or bring your own device, business model.
- [Ryan] As we worked on the deployment
of the CellTrust application, our primary concern
was user training and adoptability
by our advisors and staff.
- [Kevin] With SL2, employees can use
their own mobile device to make
both business and personal communication.
The business communication is captured and sent
to Microsoft 365 Information Governance platform.
- CellTrust SL2 really does offer
a lot of support to Visionary Wealth
because of enabling those text messages
to be captured and retained in a way
that they know that they're being compliant
with the SECC and FINRA regulations.
Both organizations have rules that apply
to financial industry and their advisors,
and they basically say anytime
that you have a communication,
including an electronic communication,
you have to be able to capture that,
store it, monitor it, and be able to provide it
in the event of an audit or an investigation.
- [Kevin] CellTrust and Visionary Wealth Advisors
work together to provide a solution
to Visionary Wealth Advisor employees
so that their text messages are captured and retained
inside Microsoft 365 Information Governance platform.
- [Ryan] The integration between Microsoft 365 and CellTrust
from a compliance perspective is remarkable.
Our ability to be able to apply
the Microsoft Information Governance policies
to the information that we bring in from CellTrust
is a game-changer.