WhatsApp Solutions for Investment & Wealth Management

Onboard new clients securely, provide personalized portfolio updates, and schedule advisor meetings on a compliant and confidential channel.

Building Trust Through Modern Communication

In wealth management, strong client relationships are paramount. WhatsApp offers a personal and convenient channel to deliver the high-touch, proactive service your clients expect.

SECURE CLIENT ONBOARDING

A Seamless and Compliant First Impression

Streamline your client onboarding and KYC process with a guided conversational form on WhatsApp. Securely collect personal information, risk appetite details, and necessary identity documents in a way that is both professional and convenient for your new clients.

  • Conversational KYC and risk profiling
  • Secure, encrypted document submission
  • Full audit trail for compliance
  • Faster and more efficient onboarding
A Seamless and Compliant First Impression

PROACTIVE PORTFOLIO & MARKET UPDATES

Keep Your Clients Informed and Engaged

Use scheduled broadcasts to send personalized portfolio summaries or important market updates to segmented client groups. An AI bot can also handle on-demand requests for current portfolio value or recent transactions, providing instant service.

  • Segmented broadcasts for targeted updates
  • On-demand portfolio information via AI
  • Proactive communication that builds trust
  • Share insights and reports securely
Keep Your Clients Informed and Engaged

Tangible Outcomes for Your Firm

Enhanced Client Relationships

A personal, proactive, and convenient communication channel strengthens client trust and loyalty.

Improved Advisor Efficiency

Automate routine updates and information requests, freeing up advisors to focus on strategic advice.

Streamlined Compliance

Maintain meticulous, auditable records of all client communications to meet regulatory requirements.

Faster Onboarding

A modern, digital onboarding process impresses new clients and gets them invested faster.

Relevant Form Templates

Get started quickly with these pre-built forms. Experience them live on WhatsApp.

Account Opening Request Form (Savings/Current)

Open a new savings or current account with our simple form.

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Customer KYC/Document Upload Form

Complete your KYC process by uploading necessary documents securely.

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Feedback & Service Complaint Form

Provide your valuable feedback or raise a service complaint.

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Legal Consultation Request Form

Request a consultation with a legal expert.

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Ready to elevate your client advisory service?

Discover how WhatsForm can provide the secure and personal communication your clients deserve.

Book a Demo

Ready to Transform Your WhatsApp Business?

Connect today for a personalized demonstration and see how WhatsForm can enhance your business communication.