This week we sat down with Beckie Williams, Head of Client Propositions and user of Qwil.
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 our clients’ wealth, advise them with integrity, and make their lives easier. We are the only full service boutique wealth management business in the UK and offshore islands, offering wealth planning, discretionary wealth management, and investment, fiduciary and banking services to discerning high-net-worth individuals, families and trustees.
The service we provide is highly bespoke and tailored to meet your individual requirements. Before you establish a relationship with us, one of our private bankers will work closely with you, to build up a detailed understanding about you and what is important to you, considering your situation, your aspirations, and your financial requirements, in order to identify your key goals and objectives. We are pleased to say that a significant number of our new clients come to us from existing client recommendations.
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 in the market. We’re proud to be the first private bank to implement Qwil. Communicating effectively with our clients, in the way they choose to engage with us, helps us deliver an exceptional client experience.
Qwil allows us to leverage the expertise from around our business, allowing our private bankers to bring in investment specialists, wealth planners and support teams on conversations with our clients.
Qwil removes a lot of friction from the client experience that was caused by working around the limitations of legacy channels such as email and telephony.
Asking clients to download a separate chat app was potentially a challenge. However, this has not been the case. In fact, far from it. Clients understand that chat is a separate utility service (on mobile especially). They are already familiar with social media chat applications, but Qwil brings better functionality, designed specifically for business use, and of course is highly secure, which is very important to us and our clients.
We are in the process of rolling out Qwil to be our preferred communications platform with clients. We are also working on integrating Qwil with our Salesforce CRM platform using Qwil’s out-of-the-box connector and exploring the automation potential. We aim to leverage the tool so as to maintain a high degree of intimate, digital connectivity with our clients that is unobtrusive and responsive.
It was very straightforward. The team at Qwil have an extensive set of supporting implementation materials and have thought of everything, including the details of process and policy changes to support the introduction of a new communication channel. There is no complex configuration to be done, just a few simple steps and you can up and running on the system in a matter of days. As it is so simple to use, people just “got it”.
Qwil ticks of lot of boxes for both staff and clients. Everyone loves how simple and intuitive to use the application is, and the fact that it can be used for so many things. Cybersecurity is a big issue for both us and our clients, and protecting our conversations is a huge advantage.
Qwil can help you deliver great outcomes very quickly. Given that client chat is one of the most talked about things on the digital wealth agenda, I would ask you why you are not looking at Qwil for your business if you weren’t already.