Flow · Wealth & Investing

Time for your review

A complete Wealth & Investing conversation — reviews, alerts, education.

A complete two-way RCS conversation

This flow shows the full thread a wealth & investing customer would see — a verified business sender, a rich card, suggested replies they can tap, and the booking or confirmation that follows. Every message is fully customizable.

How RCS works for Wealth & Investing

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9:41

Northpoint Wealth

Business · RCS

Today

Hi {{first_name}} 👋 Northpoint Wealth has a quick note — take a look:

Your portfolio

Time for your review

Hi {{first_name}}, let's review your portfolio this quarter. Tap to grab a time with your advisor.

BookQuestions?

Book

Happy to help! I can also sort out account alerts or market updates whenever you like.

Account alertsMarket updates

Account alerts

Perfect — you're all set. Want anything else handled?

RCS message