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Finance
Horizon Wealth Management
Secure, professional financial advisory site featuring A2P compliant messaging for client communications.
+90%
Client Engagement
100%
Compliance
+45%
Consultations
The Challenge
Horizon Wealth needed a way to communicate via text message with their high-net-worth clients without violating strict financial compliance and A2P messaging regulations.
Our Solution
We delivered a highly secure, authoritative Smart Website and integrated an A2P 10DLC compliant messaging platform. This allowed advisors to seamlessly text clients updates and appointment reminders legally and securely.
The Results
- Achieved 100% compliance with new A2P messaging regulations.
- Increased client engagement rates by 90% via SMS.
- Boosted initial consultation bookings by 45%.
- Streamlined secure document sharing.
"SonicBlue navigated the complex compliance requirements effortlessly. We now have a beautiful site and a secure way to text our clients that keeps the regulators happy."
Amanda Sterling
Principal Advisor, Horizon Wealth
Services Used in this Project
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