How Qwil helped Mardon Financial Advisors Streamline Communication

“Qwil has definitely made communication for clients easier. I get notifications on my phone so I never miss an important message” - Linda Diaz Perez - Senior Client Administrator 

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Any financial advisory business requires a delicate balance between customer experience and high-level security. When dealing with your client’s finances, delivering sensitive documents and communications can be one of the biggest challenges. Especially when trying to do so without tedious processes that strain client relationships.

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For Mardon Financial Advisor, sharing sensitive financial information was a daily occurrence. When traditional methods like encrypted emails and portals became a barrier for efficiency, clients were left confused and staff frustrated. 

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The turning point for this financial advisory practice was when they adopted Qwil Messenger. Moving away from traditional encrypted platforms and providing clients with a familiar, WhatsApp-style experience that maintains security and compliance standards of the highest level.

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Why Mardon financial Advisors Switched to Qwil

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Before Qwil, the firm was relying on typical channels like email, encrypted email, physical copies of documents and phone calls. While they could make these channels secure, the processes clients had to go through proved to be a major hurdle.

“When we have to send a report with financial information, you have to send it as an encrypted email. But some clients have issues opening them because they get confused—they have two different accounts, one for their wealth account and one for the email. I often ended up sending a printed copy of the report instead.”

The practice needed a platform that allowed clients and team members to securely communicate, without the hassle. They decided to go with the platform that allowed them to replicate apps used by clients in their personal lives, but with the compliance features that regulated financial advice requires.

“We enjoy working with Qwil because it’s more like WhatsApp. Clients find it very easy to use instead of having to log into a Hotmail account and navigate encryption.”

Streamlining Communications with Qwil

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Over the last years Qwil has become the primary client communication hub. From routine requests to more complicated transactions and document sharing. Quickly the practice saw that time consuming tasks that required phone calls or complex email chains could be handled within a simple chat thread. 

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Here’s Qwil Messenger changed the way Mardon Financial Advisors operates day to day: 

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Secure Document Sharing

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Qwil replaced technical barriers for clients to access securely shared documents. Whereas before clients were struggling to access encrypted emails, now they enjoy the experience of a WhatsApp for financial services.

“I have clients that still have issues with encrypted emails and accessing the documents we shared. Now they request me to send all the information via Qwil.”

Staff and clients can now review, share and receive documents within a simple chat interface. Drag and drop from desktop and send in seconds, without extra encryption steps. Accessible directly from the mobile app.

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Managing Client Withdrawal Requests

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Qwil now operates as the channel for managing withdrawal requests from clients. Previously staff would need to confirm via a phone call to verify a client's identity. Now they simply send a message via Qwil, and that a sufficient verified request.

“I also have clients that, every time they want a withdrawal, or just a simple request they just send a simple message via Qwil and we don’t have to do a phone call verification”

However as Qwil is 2 factor authenticated and invitation only, staff can always be assured that they are receiving the requests from the client. Meaning no need for further authentication.

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Salesforce Integration and Reminders

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Qwil is integrated with a wide range of CRMs. By integrating Qwil with Salesforce, Mardon Financial Advisors have a record of all conversations each client has automatically uploaded to their CRM. Meaning no more manual archiving. 

“All our client’s Qwil chats are shown in Salesforce. When we do a client review if we tick the box, the client automatically gets a reminder of the review. Which is very helpful for us.”

The practice also highlights the use of Qwil’s simple automation and API accessibility so that they can automate their meeting reminders to go out via a Qwil message.

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Building Better Client Relationships

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Making the switch to Qwil has resulted in a significant increase in client engagement. Currently the practice has over 200 active clients onboarded, with the majority of all sensitive communication now taking place within Qwil chats. 

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Clients have found Qwil intuitive and straightforward to use, a huge upgrade on the archaic encrypted email system.

“The client experience has been very good. They find it easy to use and much more accessible than their old email accounts.”

Qwil Messenger - Streamlined Global Communication for Financial Services

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The team at Mardon Financial Advisors Limited show that using the correct communication tool, along with a great service can transform a financial advisory firm’s client experience. 

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Not only did they streamline their communication, but also managed to take strain off the admin team, and reduce worries of compliance and record keeping. With Qwil it is all done for you. 

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Qwil showed clear benefits for the team such as:

• Replaced confusing email logins and single use encryption
• No more additional verification calls for client requests
• Automated compliance and record keeping saving admin time
• Mobile remote access with security taken care of
• Instant transactions and communication with clients

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