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
1
Go to integrations
Navigate to Settings → Integrations.
2
Find MyRepChat
Locate MyRepChat in the available integrations.
3
Click Connect
Click the Connect button.
4
Sign in to MyRepChat
Enter your MyRepChat credentials or use SSO.
5
Authorize access
Allow Slant to connect with your MyRepChat account.
6
Configure settings
Set up team member mappings and preferences.
Send compliant texts
From a client record
1
Open client
Navigate to the client record.
2
Click Message
Click the message icon next to their mobile number.
3
Select MyRepChat
Choose MyRepChat as the messaging method.
4
Compose message
Write your message.
5
Send
Click Send. The message goes through MyRepChat for compliance.
From the messages panel
1
Open messages
Click the messages icon in the sidebar.
2
Select contact
Choose who to message.
3
Compose and send
Write your message and click Send.
View message history
On client records
1
Open client
Navigate to the client.
2
See activity
Text messages appear in the activity timeline.
3
View conversation
Click a message to see the full conversation thread.
In the messages panel
1
Open messages
Click the messages icon.
2
See all conversations
View all your text conversations.
3
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
DLP (Data Loss Prevention)
Prevent sensitive data from being sent:- Social Security numbers
- Account numbers
- Passwords
Receiving messages
Notifications
When clients text you:- Notification appears in Slant
- Message shows on client activity
- Mobile notification (if enabled)
Reply
1
See notification
Notice the incoming message notification.
2
Click to open
Click to view the message.
3
Reply
Type your response and send.
Team configuration
Map team members
Connect Slant users to MyRepChat users:1
Go to MyRepChat settings
Navigate to Settings → Integrations → MyRepChat.
2
Open team mapping
Click Team mapping.
3
Match users
Associate each Slant user with their MyRepChat account.
4
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
- MyRepChat Support
- MyRepChat Admin Portal
- Contact your MyRepChat account manager
Disconnect MyRepChat
1
Go to integrations
Navigate to Settings → Integrations.
2
Find MyRepChat
Locate MyRepChat in connected integrations.
3
Click Disconnect
Click Disconnect and confirm.