Qwil Messenger is an official sponsor of the Empowering Advice Through Technology conference.

Catch Us at EATT Conference

Qwil Messenger is starting the year with a bang at the empowering advice through technology conference in 2026. You can find us at The Pullman Hotel, London on the 29th of January, where a collection of industry leaders will assemble to discuss and demonstrate the latest strides in advisor tech.

From expert speakers, to practical demonstrations, to networking and socialising, the conference is designed to help advisors streamline their day to day processes and client experience. Don’t miss this opportunity to find out how your business can take the next step up in technology and get your tickets here.

Battle Of The Tech

Qwil Messenger is showcasing at the "Battle of the Tech" arena to demonstrate our most powerful advances yet. We are stripping away the complexity to show you exactly how we are modernising the advice landscape. You get an exclusive front-row seat to an eight-minute live demonstration. High stakes. Pure innovation. Come see if we redefine the industry standard.

We will be showcasing how clients can easily chat, share documents, sign forms and meet with you in your own branded space and within minutes of deployment - now integrated into your CRM including Plannr and intelliflo.

More than ever, businesses need an easy way to communicate with prospects and clients that is personable, safe and with full record keeping. No more asking clients to log into a portal to upload sensitive docs or use encrypted email.

Qwil has the look and feel of WhatsApp, with all the tools a staff needs to offer the best client experience. Now for only £20 per staff per month (unlimited clients) with the EATT 2026 discount.

• 1-1 and group chats
• Secure file sharing
• Broadcast
• E-signature
• Meeting scheduler
• Video conference & screen sharing
• AI powered chat recap and rewrite
• Full audit record and search functions
• One click CRM connectors

No training required. Start your trial today.

How Qwil Helps financial advisors streamline their client communication

Secure, Compliant Communication Built for Finance

At Qwil, we help financial services companies simplify their client communication by providing the instant messaging experience clients expect with banking-grade infrastructure. Our platform allows you to onboard new prospects in as little as 30 seconds, ensuring you offer a superior user experience from the very first interaction. By moving your conversations into a secure channel, your team can collaborate easily, share sensitive information, and even execute trades within a single protected environment.

More Than Just a Messaging App

Qwil removes the need for multiple single-use communication platforms by housing all the professional tools you need in one place. You can create e-signature templates and request signatures directly within chats, share confidential documents on banking-grade infrastructure, and host secure video calls without ever changing platforms. Our system ensures you maintain compliance on autopilot, as our Data Reviewer feature maintains auditable records of every chat, document, and signature sent.

Compliment Your Portal Without the "Faff"

We provide your clients with a dedicated, hassle-free communication channel that feels as familiar as WhatsApp but meets the highest security standards. Users enjoy seamless access via biometric login on mobile and easy desktop entry, removing the need for complicated sign-in procedures. Furthermore, you can replicate your business's exact coverage model by creating specific client teams and defined contact lists, ensuring every interaction is both private and professionally managed.