Case studies

The world’s leading financial firms communicate with their clients on Qwil

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Nedbank Private Wealth

Recently voted ‘Best UK Private Bank’ for the fifth year running in the City of London Wealth Management Awards, Nedbank Private Wealth’s purpose is to protect their clients’ wealth, advise them with integrity, and make their lives easier. Wanting to be at the forefront when it comes to technology enabled services for their clients, Nedbank Private Wealth saw that Qwil could help to differentiate their proposition in the market. Find out why Beckie and her team are proud to be the first private bank to implement Qwil to effectively communicate with their clients and deliver an exceptional client experience.

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Robertson Baxter

Robertson Baxter offer an industry-leading, transparent proposition to clients which encourages long term relationships. Shortlisted in 3 categories in the 2020 Yorkshire Financial Awards and with two advisers in the UK Top Rated advisers in the country, they were an early adopter of Qwil as it aligned with their strategy of offering the best client services in a secure manner. Find out more why Stephen and his team use Qwil to share sensitive information without the usual hassle.

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Saranac Partners

Saranac Partners is a private office delivering advice, access and execution across the full spectrum of client needs from the simple to the complex. They were an early adopted of Qwil as an integrated and scalable technology platform specifically designed for private clients that strengthened their proposition and people . Find out more about why Rick and his team have made Qwil a core platform in their business.

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Mulberry Bow

Mulberry Bow LLP is a boutique financial planning practice with Chartered status, based in the City of London. They are independent of all financial institutions and meet clients exclusively through personal recommendation. They have adopted Qwil as integral part of our proposition to our clients, and invite their prospects from the first meeting with them, receiving their consent via the app to continue the conversation, conduct the on-boarding process and from then, the day-to-day interaction. Find out more about how Simon and his team have transformed their business with Qwil.

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Strategic Exchanges

Strategic Exchanges connects innovative markets to a select group of service providers that place a strong emphasis on impacts of regulatory change. Lisa Seim presently engages over seventeen different firms that that offer unique views and solutions to help financial institutions mainly in the United States navigate the new mandates. Read about her experiences with Qwil.

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In short

The all-in one professional platform
for client interactions and collaboration

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