Manage client communications through SMS texting, secure messaging, and file sharing. Receive real-time alerts and updates. Track client requests and collaborate with your team. Share documents and respond to inquiries directly from the .
Monitor account activity with access to all accounts, balances, and transaction history. View statements and set alerts. Perform transfers and bill payments. Use multi-factor authentication for security. Enable GPS-based location features.
Make and receive voice and video calls over WiFi or cellular data. Connect to OfficeConnect accounts. Manage call settings and access contact lists. Initiate extension-to-extension calls.
View recent transactions and upload receipts. Code transactions and add Teampay cards to mobile wallet. Request additional funds. Access card details and lock lost or stolen cards.
Manage calls, messages, and contacts through a unified interface. Schedule and send calendar invites. Integrate with email and cloud storage. Set up auto-responders and voicemail transcription. Monitor call logs and track team activity.
Financial advisors can respond to inquiries and manage appointment scheduling directly from their phones. They can accept or reject appointment requests without needing direct communication.