WhatsApp Messaging in the Financial Sector – Tips to Using it and Staying Compliant

Ensuring efficient communication between employees and clients is extremely important in any business – especially in the financial services industry.
In this fast-paced sector where a large volume of trades are taking place every minute, it is critical for investment advisors and broker-dealers to ensure that they are staying connected with their clients through the channel they prefer the most. At the same time, it’s also vitally important for these workers to stay connected with their colleagues in order to maximize their productivity on the trading floor.
In order to achieve such feats, many financial companies are now allowing their employees to utilize modern mobile communication tools such as WhatsApp. With more than a billion users worldwide, WhatsApp has established itself as an indispensable tool for any companies which aims to streamline their communications with their employees and clients.
However, in this sector where regulatory requirements were tougher, using WhatsApp in a compliant manner is not an easy accomplishment. Check out this infographic from TeleMessage as they share some helpful tips for compliant WhatsApp messaging in the financial sector.

Infographic Source: https://www.telemessage.com/whatsapp-messaging-in-the-financial-sector-tips-to-using-it-and-staying-compliant/