thewealthnet

Fintech launches WhatsApp feature as clients shift to more informal comms

News Team, 14/10/2020

Wealthtech firm Avaloq has launched a new offering designed to help wealth managers deal with clients who prefer to use informal methods of communication, including WhatsApp and WeChat.

The firm’s new ‘Engage app’ allows for compliant communication with clients through chat and social messaging channels, a trend Avaloq has dubbed “conversational banking”.

The Engage app allows relationship managers to service clients who use social messaging services in a responsive...


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