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6 in 10 people prefer texting over calling. Financial professionals are no different. But what started as a quick, easy way to stay in touch with clients has turned into a serious compliance concern for brokers, advisors, and other players in the financial industry.

WORM applies to texts and call recording. In this article, however, we'll focus on WORM-compliant texting.

Master the art of mobile call recording and text message archiving with our detailed guide. Click to learn simple instructions on how to secure your data!