Partnerships
Looking for a long-term revenue-generating partner that helps you create upsell opportunities and increases your customer loyalty?
Delight your business customers and their private clients who prefer to chat on WhatsApp and other convenient messaging apps.
Centralise messaging data to offer team-wide visibility of conversations and meet data retention obligations.
Automatically route chat messages and voice notes from private clients on popular messaging apps to appropriate relationship teams who use business-level communication tools, including email and Microsoft Teams.
ClientWindow solves WhatsApp and messaging app challenges. Clients increasingly want to talk to business teams on apps like WhatsApp and WeChat. But this can be very difficult for businesses to manage, and it causes regulatory and compliance issues. ClientWindow is a critical tool for solving this problem.
✔ Private clients and business owners increasingly prefer to engage on messaging apps, such as WhatsApp and WeChat, for both personal and business conversations.
✔ ClientWindow helps you provide the ultimate solution for facilitating and managing these conversations.
✔ Implementing ClientWindow gives your firm and your business customers the competitive edge through an innovative approach to communications.
ClientWindow offers built-in security and data retention features, including:
✔ Enterprise-level messaging app security
✔ Granular access controls and privileges
✔ Message encryption in transit and at rest
✔ Chat messages retained in original format
✔ Robust cloud-based hosting infrastructure
✔ Work more efficiently and securely with a centralised and fully integrated messaging system.
✔ Client information and conversations are stored securely and can be integrated with other business systems, including CRM or industry software.
✔ Manage and store all messaging app data securely to help prevent data leaks and loss.
✔ Professional services firms often operate in regulated industries. They are obliged to meet minimum operating standards, including strict data retention requirements.
✔ ClientWindow helps firms stay compliant with industry regulations, including for the Financial Conduct Authority (FCA) in the UK, and privacy regulations globally, such as the GDPR in Europe, whilst also facilitating seamless client WhatsApp communication.
ClientWindow allows its Partners to differentiate their brand in a competitive industry by offering a solution that modernises private client to business team communication, by integrating messaging apps into the journey, whilst also retaining chat data to meet industry and privacy regulations.
Ensure your customers meet data regulatory requirements.
Capture and archive messaging data
to meet industry specific retention requirements
Easily export conversation histories, voice note transcriptions and document attachments
Comply with privacy regulations and easily deal with subject access requests for GDPR and similar laws
ClientWindow offers built-in security and data retention features:
Enterprise-level messaging app security
Granular access controls and privileges
Message encryption in transit and at rest
Chat messages retained in original format
Robust cloud-based hosting infrastructure
What You get as a Partner