Ensure Compliance with Your Data Retention Obligations by Managing Client WhatsApp Conversations Centrally
Clients increasingly prefer to engage with professional relationship teams using WhatsApp and other convenient messaging apps.
This creates data management challenges for regulated businesses given WhatsApp & other messaging app conversations are typically stored in silos on mobile phones.
ClientWindow lets risk and information management teams regain control of this data by centralising and securely managing messaging conversations.
Integrating Conversations on the Communication Platforms Financial Services Clients Increasingly Prefer
By silently orchestrating these conversations, ClientWindow delivers a superior client experience whilst ensuring businesses can continue to manage communication centrally.
With market-leading security and robust data management processes, ClientWindow offers a trusted client messaging management solution across all financial services industries.
Satisfy Compliance Requirements
Financial services firms often operate in regulated industries.
Capture and archive messaging data
to meet industry specific retention requirements
Monitor sensitive data sharing
Comply with privacy regulations and easily deal with subject access requests for GDPR and similar laws
Security
& Data Retention
ClientWindow offers built-in security and data retention features, including:
Enterprise-level messaging app security
Granular access controls & privileges
Message Encryption in transit and at rest
Chat messages retained in original format
Robust Cloud-based hosting infrastructure
Business Messaging Integrations
Integrate messaging app conversations with business-level tools, including:
Outlook/Microsoft 365
Email Archiving solutions
Microsoft Teams
Slack
Industry Practice Management software
CRM platforms
Discover the Risk Management Benefits of Managed WhatsApp Conversations
Download our WhatsApp for Risk Management e-Book here
"Implementing ClientWindow has transformed how we communicate with clients. We can now manage WhatsApp communication with private clients & business owners centrally, allowing us to offer fast and effective support across our team, whilst ensuring we securely store client communication in our business systems, not in a silo on a phone. First class."
BEN STEELE | Director
