MyRepChat integration enables compliant text messaging with clients. Built specifically for financial services, MyRepChat provides message archiving, supervision, and compliance features required by FINRA and SEC regulations.
Why MyRepChat?
For wealth management firms, text messaging has compliance requirements:
| Requirement | MyRepChat provides |
|---|
| Message archiving | All texts automatically archived |
| Supervision | Messages can be reviewed before/after sending |
| Audit trail | Complete record for examinations |
| Retention | Messages retained per regulatory requirements |
| DLP | Sensitive data detection and blocking |
If your compliance department requires text message archiving, MyRepChat is the recommended solution.
Prerequisites
Before connecting MyRepChat:
- Active MyRepChat subscription
- MyRepChat account credentials
- Slant Professional or Enterprise plan
- Approval from your compliance team
Connect MyRepChat
Go to integrations
Navigate to Settings → Integrations.
Find MyRepChat
Locate MyRepChat in the available integrations.
Click Connect
Click the Connect button.
Sign in to MyRepChat
Enter your MyRepChat credentials or use SSO.
Authorize access
Allow Slant to connect with your MyRepChat account.
Configure settings
Set up team member mappings and preferences.
Send compliant texts
From a client record
Open client
Navigate to the client record.
Click Message
Click the message icon next to their mobile number.
Select MyRepChat
Choose MyRepChat as the messaging method.
Compose message
Write your message.
Send
Click Send. The message goes through MyRepChat for compliance.
From the messages panel
Open messages
Click the messages icon in the sidebar.
Select contact
Choose who to message.
Compose and send
Write your message and click Send.
View message history
On client records
Open client
Navigate to the client.
See activity
Text messages appear in the activity timeline.
View conversation
Click a message to see the full conversation thread.
In the messages panel
Open messages
Click the messages icon.
See all conversations
View all your text conversations.
Search messages
Use search to find specific messages.
Compliance features
Automatic archiving
Every message sent through MyRepChat is automatically:
- Captured and stored
- Time-stamped
- Associated with sender and recipient
- Retained per your firm’s policy
Pre-send review
If your firm enables pre-send review:
- You compose the message
- Message is held for supervisor review
- Supervisor approves or rejects
- Approved messages are sent
Post-send review
For post-send supervision:
- Messages send immediately
- Compliance reviews messages afterward
- Flagged messages are escalated
Lexicon monitoring
MyRepChat can flag messages containing:
- Prohibited terms
- Compliance keywords
- Sensitive information
Flagged messages trigger alerts to supervisors.
DLP (Data Loss Prevention)
Prevent sensitive data from being sent:
- Social Security numbers
- Account numbers
- Passwords
Messages with detected sensitive data can be blocked.
Receiving messages
Notifications
When clients text you:
- Notification appears in Slant
- Message shows on client activity
- Mobile notification (if enabled)
Reply
See notification
Notice the incoming message notification.
Click to open
Click to view the message.
Reply
Type your response and send.
Team configuration
Map team members
Connect Slant users to MyRepChat users:
Go to MyRepChat settings
Navigate to Settings → Integrations → MyRepChat.
Open team mapping
Click Team mapping.
Match users
Associate each Slant user with their MyRepChat account.
Save
Click Save to apply mappings.
Supervision settings
Configure supervision levels in MyRepChat:
| Level | Behavior |
|---|
| None | Messages send immediately |
| Post-send | Messages reviewed after sending |
| Pre-send | Messages held until approved |
Best practices
Keep messages professional
- Use clear, professional language
- Avoid abbreviations that could be misunderstood
- Don’t discuss specific investment recommendations
- Keep messages factual, not promotional
Respond promptly
- Clients expect quick responses to texts
- Set expectations for response times
- Use auto-replies if unavailable
Document appropriately
- Text messages are part of the client record
- Don’t use texts to circumvent documentation requirements
- Follow up important texts with formal communication when needed
Train your team
- Ensure all team members understand compliance requirements
- Regular training on appropriate text usage
- Clear policies on what can and can’t be discussed via text
Troubleshooting
Messages not sending
Check:
- MyRepChat account is active
- User mapping is configured
- Message doesn’t trigger DLP blocks
- MyRepChat service is operational
Messages not appearing in Slant
Verify:
- Integration is connected
- Webhook configuration is correct
- Client phone number matches
Pre-send approval taking too long
Consider:
- Check supervisor availability
- Review supervision policies
- Contact MyRepChat support
Client not receiving messages
Ensure:
- Phone number is correct
- Number can receive SMS
- Client hasn’t opted out
- Carrier isn’t blocking messages
MyRepChat resources
Disconnect MyRepChat
Go to integrations
Navigate to Settings → Integrations.
Find MyRepChat
Locate MyRepChat in connected integrations.
Click Disconnect
Click Disconnect and confirm.
Disconnecting stops compliant texting through Slant. Archived messages remain in MyRepChat per retention policies.
Next steps
