By ClientWindow
25/07/2024
Unique in its field, the feature allows clients to send and receive messages on their usual WhatsApp app on their smartphones whilst the business team they are communicating with sends and receives messages via their normal email platform. This allows for seamless communication between teams and clients, and the ability to integrate with email document filing, whilst also meeting regulatory and data retention requirements.
The ClientWindow platform was originally designed and launched by Chartered Accountants, David Moehle and Tim Zeale, who are both partners at Jersey based Chartered Accountancy practice, PKF bba. They had recognised the difficulty professionals and especially financial services organisations have with communicating with their clients.
‘Private clients have come to expect personal, instant communications from their preferred messaging app, usually WhatsApp,’ explained David Moehle. ‘However, professionals across financial services have the dilemma that using WhatsApp for client communications does not meet regulatory data retention obligations. Nor does it allow the broader teams within those organisations to easily read, reply to and action messages in those chat messages, given historically they have been stored in WhatsApp on individual phones. ClientWindow aims to solve these problems and our new feature is a game changer. It allows businesses to use their email as usual, whilst clients use WhatsApp as usual – ClientWindow works unobtrusively in the background to keep communications seamless and compliant.’
Tim Zeale continued, ‘According to the Financial Conduct Authority using messaging services, such as WhatsApp, on their own create significant compliance risks. Regulators have also acted against firms and individuals for misconduct involving the use of unmonitored or encrypted communication apps. However, recent figures and evidence suggests that WhatsApp use is widespread, but the correct surveillance and retention of these messages is not. ClientWindow solves this problem by acting not only as a tool for excellent client communication but also as a compliance safeguard. The implementation of email integration provides an even more seamless method of communication for those professional services firms.’
ClientWindow has built its WhatsApp integration to automatically synchronise messages between WhatsApp and its messaging platform, using enterprise-grade API infrastructure, to ensure chat conversations are retained for legal, regulatory and insurance purposes required by financial services firms. The new feature means that a firm’s communication can all be conducted via the email they are currently using without any disruption and clients receive the information, including documents and attachments, on their WhatsApp.
For more information about ClientWindow, visit clientwindow.com
