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

Social media investment advice leaves investors out of pocket - research

Social media investment advice leaves investors out of pocket - research

Over half who acted on social media financial advice regretted it

Isabel Baxter
clock 21 August 2026 • 3 min read
New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

Emily Bradshaw
clock 19 August 2026 • 4 min read
FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA Wealth Management Survey

Patrick Brusnahan
clock 18 August 2026 • 3 min read