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

FSCS forecasts levy drop to £247m in 2026/27

FSCS forecasts levy drop to £247m in 2026/27

Compensation payments of £267m anticipated

Sophia Panayi
clock 18 May 2026 • 2 min read
Origo launches LoA consortium with four major providers

Origo launches LoA consortium with four major providers

Aviva, L&G, Royal London and Scottish Widows

Jenna Brown
clock 18 May 2026 • 2 min read
Editor's view: Pensions IHT alarm bells – when people become process

Editor's view: Pensions IHT alarm bells – when people become process

The go-live date for inheritance tax (IHT) on unused pension funds is edging closer, and this week saw HMRC bring some clarity on what to expect.

Jen Frost
clock 15 May 2026 • 3 min read