How Qwil ensures client adoption

“My clients don’t want another app”

It’s something we hear often from advisors before trying Qwil, and it’s a fair concern to have. Nobody wants to onboard their clients onto a new platform, give them a new login and set up a new touchpoint and an additional inbox to check. 

Sticking another app to sit alongside portals, email and encrypted emails may seem like a headache, but first it is important to take a look at existing processes. The question is not really “Will my clients download something new?”, but “are my clients happy with what they have now?”. For most firms that maintain diligent compliance regulation, the answer is typically no. 

Whether that be because clients are stuck in forgot password loops for encrypted emails or in clunky portals they never log into, or are trying to share their financial documents insecurely over WhatsApp, the industry has always had a communication problem. Security and convenience are two different things, what Qwil does is bring them into one app. 

So before asking why your clients need another app, consider the questions:

• How many different touchpoints do you check to communicate with clients?
• Are your clients and team happy with the fragmented communication across encrypted email, portals, phone calls and other 3rd party apps?
• Do your clients care about the security of their private financial information?
• Do clients tend to default back to insecure social channels such as WhatsApp and SMS?
• How reliant on WhatsApp are you, and your clients, young and old, in your personal lives? And how convenient would it be to have a platform that felt like WhatsApp, that allowed you to communicate securely with your clients?

Because that is what Qwil is. A WhatsApp style instant messenger that not only allows for messaging, but document sharing, e-signatures, video and audio calling and appointment scheduling all in one place. All completely integrated with your CRM. Not just another app, THE dedicated communication app for your financial advisory business. 

How Qwil Ensures Adoption

We built Qwil with adoption in mind. Including the functionality to maximise client acceptance rates. When you send out invites to all your clients, we do the following:

• Branded email invitations - All clients that you invite to Qwil receive a branded email invitation with your business’ name, logo and colours. We do this to eliminate all confusion and make sure Qwil invites don’t go ignored.
• Daily invitation reminders - Once a client is invited to Qwil, for both security and adoption purposes, they receive a new email invitation daily, reminding them that their advisor has invited them to Qwil.
• 30 second sign up - We made the sign up process as simple as possible. Within 30 seconds from email to app, clients simply have to complete their 2fa and set up their login details and that’s it! 
• Desktop and mobile access - All users can accept invitations on both PC and mobile, meaning clients can activate their accounts on the move, from anywhere in the world. 

We also suggest sending a simple email to the clients, previous to inviting them to Qwil, letting them know they are moving onto the new system. We also have an email template that we suggest using that can be found here.

Adoption comes from top to bottom

As with any change, in any business, adoption of new processes starts from the top. Resistance to change typically comes more on the staff side than the customer side. We saw during covid a complete shift to digital technology, that was accepted by all customers out of necessity. When we were told we had to, we adapted well, without much difficulty. The same goes for a new communication channel.

To simplify the overarching point, if you tell your clients: “Here is Qwil, you can use it to send me messages if you like”, versus “We are soon to invite you to our new communication platform, Qwil, it is a secure channel that you can access on your phone or PC to chat directly with us. This is part of an ongoing effort to keep your information secure, and we have tested it thoroughly, we believe it to be even easier to use than our current systems”. Which one of the messages do you believe will attain superior adoption?

Some points we find that have value with clients that can be included in your Qwil messaging

• All your information stored in one chat thread, easily search, pull out and download conversations, documents and records.
• This is a dedicated channel, there will be no spam, no scams and everything is secure.
• You can scan documents with your phone camera automatically converted to scanned PDFs in seconds.
• No complicated log-ins, the app and device verification keep you logged in.

After onboarding to Qwil, the vast majority of the work is done. Clients find Qwil much easier than the clunky secure alternatives like encrypted email and portals. However as with any new technology, the adoption is only as good as the ongoing commitment to use it as your primary communication platform. So let’s also look at ways to maintain engagement post onboarding:

After Onboarding: How to maintain engagement

We are very habitual beings, especially when it comes to technology. It is so easy to quickly send a WhatsApp message out of pure muscle memory. Your clients may also do the same. However it is important to firstly, ensure that there is policy and enforcement around the business of a no-WhatsApp or SMS policy. And when a client falls back into that habit, it is key to refer them to Qwil. Qwil allows you to copy a link to a particular message, which may be where you requested forms, or answered said question, making it easy to refer your clients back to Qwil. 

Making Qwil your professional, branded, dedicated communication channel means enforcing that both with clients and internally within your team. The continued enforcement and refusal to default to other platforms is a responsibility that lies on the staff. 

Qwil also allows you to broadcast messages out to your clients. Keeping that regular touchpoint of sharing updates/critical information with all your clients instantly helps to maintain further engagement. Even if those clients don’t have the app downloaded, they will receive an email to let them know they have an unopened message prompting them to access Qwil via their browser to check their messages. 

A final point to consider is that at Qwil, we have intentionally ensured that the platform feels exactly as simple as social channels. Once you have trialled it yourself I’m sure you will agree. It feels exactly like any other chat app. Which is why the need for informal, casual messages, for example sending a message on SMS to wish your client a merry christmas, is unnecessary. Simply send it on Qwil. It is just as simple and accessible, and continues to define that communication point for your business and your clients.

As there is nothing you cannot send on Qwil(due to the highest levels of security) and Qwil being as simple as any app you can imagine to communicate on, then why not keep all communications, in one, simple to use platform. Whether that be the most secure of transaction requests, or an update about office closures.

The adoption stats that back this up

The statistics can go a lot further in proving the point than any explanation. So let’s also take a look at the adoption stats of clients invited to Qwil in the last 12 months: 

• 40% of clients who are invited log in and send a message within the first day of invitation: 
• 60% of invited clients adopt within 3 days:
• 80+% of invited clients adopt within 7 days:

Subject to information email ahead of invitation. This applies to CSV uploads for 100 clients.

So as you can see from the data, clients do adopt Qwil, and in general, it provides a superior communication experience on both sides than encrypted email and client portals, while avoiding the compliance breaches that come with using WhatsApp.

My clients are older, they won’t use it

This is another misconception we hear often from advisors pre-Qwil adoption, and it’s one of the easiest to debunk.

Ask yourself, do your older clients still use WhatsApp? My grandmother is in her 90s and is still able to communicate back and forth with me on WhatsApp. That is the point of Qwil, an interface that feels exactly like the communication channels we prefer to use in our social lives, just with the added security and compliance required for financial services. 

And this isn’t just theoretical, we have seen it work in practice. Qwil has been leveraged by over 3000 organisations to communicate back and forth with their clients, specifically in Wealth Management and Financial Advice. The average client in this industry is not your tech savvy 25 year old that hit it big on crypto. It is your late 50s, baby boomer, that wants to prepare diligently for retirement. If it has worked across over 3000 organisations for an older demographic of clients, the same will apply in your firm.

Your clients value security and trust

We also live in an age where anyone can pretend to be you, or contact your clients on your behalf. I like to refer to it as a trust recession. When you can never know someone is who they say they are, or that a business is to be trusted, we are all on edge when handling any kind of sensitive information. 

Historically, we don’t think about data security and communication until something goes wrong. However a simple scroll through your email inbox in 2026 is enough to realise that there are more scams out there than ever, and it’s an increasingly impossible task for all of us to avoid them. Email remains the highest risk communication channel. Being the origin of 97% of cyber attacks. 

This has left clients sceptical, and more security aware than ever. The extra favour gained by providing not only a secure channel of communication that makes chatting to their advisor easy, but the guarantee that it indeed is you requesting documents, or sharing statements is invaluable. 

It isn’t just about compliance, it’s about trust and reliability. The clients that trust you, are the clients that stay with you for life. Your digital communication strategy should also reflect this ethos. 

Qwil isn’t just another app, it is THE communication app

As we have now established, Qwil is not simply another app to throw into the mix. It is in fact the solution to an already broken system of communication. 

Firstly by making your most secure client interactions as seamless as a simple WhatsApp chat thread, except with the verification, encryption and audit trails required by your regulatory body. 

Secondly, by ditching your fragmented communication channels, and moving off email, sms, whatsapp and portal messaging, you get your one app that does it all. A single source of truth containing all your documents, signatures and conversations, directly synced to your CRM. 

Thirdly and finally, by separating completely professional communication into a dedicated channel that means no spam, no phishing, and complete certainty that you are talking to the correct person. 

Your clients don’t want another app, they want a simple channel to communicate with you on. The alternative is a risky email, forgotten, unused logins to portals and encrypted communications, or a compliance breaching WhatsApp message. The risk isn’t adopting a new platform. It is staying where you are.