In an ideal world, clients stick to the approved channels when they interact with your company. But what if one of your brokers gets a request for a lucrative deal — via WhatsApp?
Do you instruct the client to resend as an e-mail or via text?
Or to call you on the telephone?
I get this question a lot. Many find it hard to marry the finer dynamics of client interactions with the raw mechanics of compliance. To maintain compliance AND a smooth customer experience, I hear some resort to screenshotting every single WhatsApp message before uploading them to the approved storage space.
It’s an arduous process and, if time is money, a costly one. Furthermore, it produces a headache of a data trail for the compliance officers who may need to review the correspondence later.
If you routinely struggle to accommodate client communications within the bounds of your compliance solution, you have a technical challenge – not a client challenge.
Consider WhatsApp. With an active user base of 2.1 billion people and over 1 billion daily users, it has become one of the leading communication platforms across the globe. Banning it would be a disservice to your client base, and quite likely a poor business decision.
Instead, why not get a compliance solution that records WhatsApp data?
A few months ago, we published a guide that lays out how our WhatsApp solution — GuardREC Compliance for WhatsApp — works. It proved a highly popular release, through which we garnered lots of interest. In fact, we’re currently onboarding clients purely on the back of that campaign.
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GUIDE Compliant use of WhatsApp |
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Would you like to learn more?
Read the guide here or grab a storable copy via this link. It’s completely free and arrives in your inbox instantly.
Sincerely,
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Mr. Joachim Thougaard |