When work involves sensitive client conversations, you need a chat tool you can act on. Start by setting up your organization and brand space, then invite colleagues and clients using their verified identities. Launch on web or mobile in minutes, create a direct chat or a room for each client relationship, and keep every message in one place. Because identities are confirmed and data is handled under GDPR and MiFID II controls, you can speak freely while meeting firm and jurisdictional requirements.
For day-to-day client servicing, create a named room per account or project. Add the relationship team, the client, and any approved third parties. Share documents, send updates, and request confirmations without switching to email. Use clear room titles and short status posts so everyone knows what’s next. Keep external participants limited to what they must see; keep internal notes in a separate team room. When the workstream ends, remove temporary participants and close the room to preserve a clean record for oversight.
Running cross-border projects is straightforward. Open a room per workstream (for example: Planning, Approvals, Reporting) and include only the people needed for that stage. Keep conversations concise and action-oriented—one message per task, one file per decision—so approvals are easy to track. If a client belongs to multiple brands or service lines, set up rooms under each brand so interactions stay clearly separated while still accessible from one app. Because hosting is aligned with required locations, you can coordinate internationally without compromising local data obligations.
Administrators maintain guardrails without slowing the team. They control who can invite clients, review membership, and deactivate access when engagements end. Practitioners focus on execution: draft a note, attach the latest report, tag the right people, and move to the next task. Clients reply from their phone or desktop with the assurance that everyone is who they say they are. The result is fewer emails, faster decisions, and an auditable communication trail that supports formal reviews and internal policies—without sacrificing the simplicity of familiar chat.
Professional
Others
Fully managed cloud-based service
Invitation only branded tenancy
Secure collaboration and messaging
File sharing, manager & e-signature
Voice, video and screensharing
User management & Data review consoles
Enterprise
Custom
All professional features, plus:
Choice of exclusive & regional cloud hosting
Multiple branded tenancies
Branded mobile app (Q4 2023)
Advanced security settings
Full auditing and compliance controls
Guaranteed uptime and premium support
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