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

News editor's view: Standard Life/Aegon UK – Another big deal to digest

News editor's view: Standard Life/Aegon UK – Another big deal to digest

The news editor's Friday Night Takeaway from 17 April

Isabel Baxter
clock 17 April 2026 • 3 min read
Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Raising money for a money literacy charity Money Ready

Professional Adviser
clock 17 April 2026 • 1 min read
Inside the CII's Corporate Chartered status pilot

Inside the CII's Corporate Chartered status pilot

What next after organisation trails overhaul

Jen Frost
clock 16 April 2026 • 12 min read