Broking and wealth
Client service on WhatsApp, with the record you need.
Onboard new clients, collect KYC documents and answer service requests, with every message attributed and every consent recorded.
What broking and wealth teams use Senderr for
- Account opening nudges and KYC document collection
- Contract note and statement availability updates
- Service questions handled by a team with SLAs
- Relationship manager handovers, with notes the client never sees
- Event and webinar invitations for clients who opted in
Finishing an account opening
Illustrative scenario
A prospect who started an application but stopped receives a KYC nudge template.
They tap "Continue" and the journey asks for the missing document.
The uploaded file is scanned for viruses before anyone opens it.
The onboarding team reviews it and confirms on the same chat.
Questions your compliance team will ask, answered
Can we stop advisers from promising returns?
The template checker flags "guaranteed returns" wording, and campaigns can require a second approval.
Can we see which adviser said what?
Every outbound message in a chat shows who sent it, and sensitive actions go to the audit trail.
Can journeys check our systems safely?
Web request steps reach only addresses you allow, never private networks, and keys are stored encrypted.
Senderr gives you controls; your policies and regulator decide how you use them.
How Senderr helps
- AutomationVisual WhatsApp journeys, tested before they go live, with a clean handover to people.
- Team inboxA shared WhatsApp inbox with routing, SLAs and handovers.
- TemplatesA template studio with a live phone preview and a pre-submission checker.
- Contacts and consentContacts, segments and a consent ledger that proves who agreed to hear from you.
- Admin and securityRoles, two-step verification, audit trails and data controls for regulated teams.
- CampaignsCampaigns with consent checks, approvals, pacing and a live monitor.