WhatsApp for client communications gets tick of approval

'Easier to confirm meetings via WhatsApp than calling'

Sahar Nazir
clock • 1 min read

The majority of industry professionals would be open to communicating with their clients via WhatsApp, according to a recent PA Asks poll.

The poll found that 63% expressing a willingness to embrace the Meta-owned instant messaging service. However, 27% were against the idea, while 10% remained undecided. Among those who were open to the idea, one respondent said they find it easier to confirm meetings, and basic communications via WhatsApp than calling their client, while another respondent said they already use WhatsApp with clients "who find it convenient". Another pundit said they currently use WhatsApp through their business account. For those who answered ‘no', one respondent said it is "difficult" to record conver...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

What do younger clients really want from their adviser?

What do younger clients really want from their adviser?

'They're going to need all the help they can get'

Justin Cash
clock 21 October 2026 • 5 min read
CII and PFS celebrate more than 300 chartered graduates

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

Sophia Panayi
clock 21 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read