EB Alternative vs MyRepChat for Intune

The Eyeballs Financial mobile application serves as a portable version of the Eyeballs Financial dashboard utilized by financial advisors on their web browsers. With this app, financial advisors can easily respond to client inquiries and appointment requests, eliminating the need for direct communication. The app's Remote Inquiries feature displays questions from specific clients, enabling advisors to gain insight into their clients' interests and tailor their stock recommendations accordingly. Accessibility The app boasts global accessibility and can be downloaded from any location using the financial advisor's registered email address. Account Management Financial advisors can manage their clients' accounts through the app, including updating contact information. Alerts and Notifications. The app sends proactive alerts and notifications for appointment scheduling, and allows financial advisors to identify stocks of interest to their clients through remote inquiries.

WARNING: MyRepChat for Intune is for MyRepChat customers with Microsoft Intune MAM or MAM WE enabled. If you’re unsure whether this applies to your organization, we recommend using the regular app. MyRepChat enables financial professionals to text with clients and colleagues while meeting the strict compliance requirements of the financial industry. All conversations are securely captured, retained, and available for reporting or integration with leading third-party archiving providers — giving your firm the oversight it needs without changing how you communicate. Best of all, your clients don’t need to download anything new. They simply text you the way they always have, using the native messaging app on their phone. Compliant messaging, without the friction.