Mandeville Private Client Inc. Continues to Enhance Advisor and Client Experience with Text Messaging Solution 


BURLINGTON, Ontario, Sept. 06, 2018 (GLOBE NEWSWIRE) -- Mandeville Private Client Inc. (“Mandeville”) is pleased to announce that it has secured a solution for its advisors and their clients which will enable business communications via text messaging. This innovative solution, provided in conjunction with content retention and oversight provider, Smarsh, and secure mobile voice and messaging provider, CellTrust, further opens communication channels between advisors and clients and the speed of those communications while importantly maintaining regulatory compliance. Further, this innovative solution keeps personal and business communication distinct and separate without the need for a different device. 

This technological capability is just another part of the client/advisor experience road map that Mandeville is pursuing. For advisors to effectively retain and grow their client base, they need to ensure consistent, timely and relevant communication across all digital channels. “We understand that a growing number of clients prefer to text with the professionals in their lives. This text messaging solution serves to further open communications channels between advisors and clients which will further enhance communication and greatly improve efficiency,” said Frank Laferriere, Senior Vice President and Chief Operating Officer of Mandeville. 

“Innovative firms like Mandeville recognize that they don’t need to choose between compliance and productivity. They can enable text messaging and communicate with their clients through the channels they want to connect, and do it responsibly and compliantly,” said Ken Anderson, VP/Marketing at Smarsh. “Smarsh is excited to work with Mandeville as they enable text messaging, and to help them meet their retention and oversight requirements.”

About Mandeville Holdings
Mandeville Holdings Inc., founded by Michael Lee-Chin, is the parent company of the Mandeville group of companies which includes Mandeville Private Client Inc., Mandeville Insurance Services Inc. and Portland Investment Counsel Inc. Clients of the Mandeville group of companies have ACCESS to the benefits of our family office resources (via Portland Holdings Limited’s conglomeration), which means a unique opportunity to invest in quality offerings alongside some of the world’s most successful institutions and affluent investors. “The Wealthy Invest Differently” - Mandeville understands this and is committed to democratizing opportunities for wealth creation typically reserved for the affluent and institutional investor.  

About Smarsh
Smarsh delivers a comprehensive and integrated suite of information archiving applications and services that help companies protect themselves and manage risk. Its centralized platform provides a unified compliance and e-discovery workflow across the entire range of digital communications, including email, social media, websites, instant messaging, mobile text messaging and voice. The company is headquartered in Portland, Oregon, with offices in New York City, Boston, Raleigh and London.  For more information about Smarsh, please visit www.smarsh.com.

About CellTrust
CellTrust is a leading provider of traceability and security for mobile communication for highly regulated industries and mobile aggregation across 200+ countries and over 800 carriers and mobile operators. CellTrust SecureLine™ offers archiving and protection for mobile communication content supporting enterprise mobile collaboration, eDiscovery and major global regulatory compliance for financial services, government and healthcare. Learn more at www.celltrust.com.

For further information contact:

Mandeville Private Client Inc.
Diana Oddi, Director, Communications and Marketing
T: (905) 331-4255
doddi@mandevillepc.com