Services
Managed operations. Platform infrastructure.
Engage the platform, the operations team, or both. Either way, the model is first-party: your brand, your consent, your records.
First-party campaign operations
Our team plans, drafts, and executes your messaging campaigns under your firm's brand and registrations — never ours. Advisers receive qualified conversations; your CCO receives a complete audit trail.
- Campaign strategy, audience segmentation, and send cadence
- Compliance-reviewed copywriting with required disclosures
- Two-way conversations managed by trained responders
- Appointment setting with calendar booking and reminders
The compliance-grade messaging platform
The infrastructure layer under every program: consent capture, message routing, opt-out synchronization, evidence storage, and reporting — built for regulated senders.
- Opt-in forms with versioned disclosure language
- Cross-channel STOP/HELP automation and suppression sync
- WORM-ready archiving with Smarsh / Global Relay export
- Real-time reporting and per-lead consent certificates
Every channel your prospects answer
One operations team and one platform across text, email, and rich messaging — unified threads, unified consent, unified archive.
- 10DLC SMS on your registered brand
- Opt-in email nurture — SPF, DKIM, DMARC managed
- WhatsApp, iMessage & RCS verified business messaging
- Unified conversation view across channels
TCPA consent evidence, built for defense
Every opt-in becomes a complete, exportable evidence package — captured at the point of consent and preserved in tamper-evident storage beyond TCPA's four-year statute of limitations.
- Versioned disclosure language presented at opt-in
- Timestamp, source form/URL, IP address and device
- Double opt-in confirmation message retained
- Per-lead consent certificate, exportable for audits or litigation
SEC Marketing Rule review as a pipeline stage
Advertising review is not an afterthought — it is a step in the pipeline. Nothing sends until it clears our checklist and your CCO's sign-off.
- Draft screening: truthfulness, balance, no guarantees
- Substantiation file assembled for every claim
- Testimonial, endorsement & hypothetical-performance rules applied
- Final approval by your compliance team, archived with versions
Next step
Tell us about your firm.
A 30-minute call is enough to map the first-party model to your firm's channels and compliance workflow.