Connect Private Clients who prefer WhatsApp messaging with Financial Service Teams who use Email
and Microsoft Teams
Clients increasingly prefer to engage with their financial advisors on WhatsApp given it's speed and convenience.
This creates both operational and regulatory challenges for financial services firms given WhatsApp conversations are typically stored in silos on standalone mobile devices.
ClientWindow centralises client WhatsApp messaging in business email and Microsoft Teams for team-wide visibility, management oversight and robust retention to meet regulatory compliance obligations.
Conversations on the Communication Platforms Financial Services Clients Increasingly Prefer
By silently orchestrating these conversations, ClientWindow delivers a superior client experience whilst ensuring businesses can continue to manage communication centrally.
With market-leading security and robust data management processes, ClientWindow offers a trusted client messaging management solution across all professional services industries.
Offer Financial Services in a way that Modern Clients Demand, through Fast and Convenient Messaging Apps
Delight Your Modern
Clients
Private clients and business owners increasingly prefer to engage on convenient messaging apps for both personal and business conversations.
ClientWindow allows your business to delight those clients by engaging with them on their terms.
Implementing ClientWindow’s software allows firms to win more mandates based on their innovative and market-leading approach to client interaction.
Enable Team Access to Client Chat Messages
Previously chat messages received from clients would be delivered to the recipient’s phone, preventing colleagues from reading and replying.
ClientWindow allows financial services firms to view all client chat messages across relevant teams.
Capture All Client Data Centrally
Businesses are more productive when client data is stored in a way that allows it to be integrated with other business systems, such as with industry or CRM software.
ClientWindow centralises all messaging app data within the enterprise to ensure client data is robustly managed and ring-fenced from data leakage when employees exit.
Security
& Data Retention
ClientWindow offers built-in security and data retention features, including:
Enterprise-level messaging app security
Granular access controls & privileges
Message Encryption in transit and at rest
Chat messages are retained in their original format
Robust Cloud-based hosting infrastructure
Satisfy Compliance Requirements
Financial services firms often operate in regulated industries.
Capture and archive messaging data
to meet industry specific retention requirements
Monitor sensitive data sharing
Comply with privacy regulations and easily deal with subject access requests for GDPR and similar laws
Business Messaging Integrations
Integrate messaging app conversations with business tools.
Outlook/Microsoft 365
Email Archiving solutions
Microsoft Teams
Document Management Systems
Financial Services Software Platforms
Discover the Benefits of Centralised Communication
Download our WhatsApp for Client Communication e-Book here
"Implementing ClientWindow has transformed how we communicate with clients. We can now manage WhatsApp communication with private clients & business owners centrally, allowing us to offer fast and effective support across our team, whilst ensuring we securely store client communication in our business systems, not in a silo on a phone. First class."
BEN STEELE | Director
