Safe. Compliant. Conversation.
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Instant messaging is the way we now communicate with our family and friends. But what professional tools do you have to engage with
clients outside of your firm? How do you ensure your business data is safe and managed in accordance with data protection
regulations?
Deploy your branded chat app for your staff and clients to chat and share documents easily knowing that the security
and compliance requirements have been met.
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Watch our demo above to find out more. Over 2,800 firms are now using Qwil. Start your 14 day
free
trial
today.
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Qwil supports engagement across the full client life-cycle, from the moment you qualify a
prospect, to facilitate an exceptional on-boarding experience in addition to all subsequent engagement. Read
here
how are customers are using Qwil and client feedback.
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Is Qwil just an extra channel?
Qwil not only replaces email for
communication with clients but allows you to communicate rather than just correspond. Just like social chat platforms you can exchange
messages, but can also share documents and images in a simple, safe and compliant app. Read what is coming next
here
including
Video and screen sharing.
Why is Qwil unique?
Qwil has two user types, staff and clients who
are all securely invited to a branded tenancy with contact lists and co-ordination rules defined by your firm. Everything is
secure, recorded and without the need for further passwords as all users are verified. Every conversation is recorded and
searchable by your authorised staff and you alone control your business data.
How secure is it?
Qwil is a
banking-grade application. Security and privacy are ensured by being invitation only using 2 Factor Authentication (2FA) AND
having all data encrypted in transit and at rest (amongst many other things). We are ISO27001 certified, and have passed some of
the largest financial institutions security review. Check out our
security
whitepaper
for more details.
How easy is it to deploy?
Qwil is deployable in minutes. We know
that no one has time to read long instruction manuals. Tools have to be intuitive for both staff and clients to use, with
limited training required.
Reading
our one pager or watching our 15 minute training video
is all it takes for you to know everything you need
to know about using Qwil.
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How does it integrate with my other systems?
Qwil offers over 45 APIs for systems integration and
endless automation. We partner with many of the world's leading client management platforms such as
Salesforce
,
Wealth Dynamix
and others, and offer-out-of-the-box integrations. Learn
more
here
.
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WhatsApp privacy and the FCA guidance on social chat tools
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WhatsApp has revolutionarised the way we communicate. We all use it. So what does the recent news mean
and why can't I use it for work?
WhatsApp data privacy policies
: WhatsApp has just made it clear what data
is being shared (contacts, phone details etc) with Facebook. It is not new and it is a free service after-all. However,
sharing the same data becomes a privacy breach when used by professionals.
FCA data control:
Data
privacy is just one aspect, even more importantly is data control per the FCA newsletter. Is everything recorded? What happens if a
staff leaves? Do you know what is being shared? You don't allow staff to use personal email with clients and the same applies here
with chat apps.
Recommendation:
Simply deploy Qwil to all staff and clients and you
don't need to think of either of these problems.
Click on
this
link
to read our article on how social tools put businesses at risk.
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"The team at Qwil worked with us to rapidly deploy to all Partner practices and their clients. We
chose Qwil because it is easy and intuitive to use, is secure and seamlessly integrates to Salesforce.”
St. James's
Place
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“We want to be at the forefront when it comes to technology enabled services for our clients, and we
saw that Qwil could help differentiate our proposition."
Nedbank Private Wealth
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We decided to use Qwil because as a practice we are
super conscious about making everything as secure as possible for ourselves and our clients. Everybody knows someone who has had their
emails hacked
.
Financial Adviser
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The main motivation was the current encryption system is not liked by clients dislike it so this
experience is so much better. Also, the upcoming automated keeping of records on Salesforce will make finding records easier for
us.
UK Wealth Manager
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