White-Glove Service at Digital Scale
Nowdesk helps wealth managers and private banks deliver the personalised, proactive communication their clients expect — across WhatsApp, Messenger, Instagram, Telegram, WeChat, LINE, Viber, Zalo, Slack, and web chat, and secure messaging — without expanding your advisor headcount.
Engage High-Net-Worth Prospects
Build relationships with HNW prospects through personalised, value-driven outreach before the first meeting.
- HNW prospect engagement flows via WhatsApp and secure messaging
- Investment seminar and exclusive event registration automation
- Referral programme management for existing client networks
- Wealth planning content and market insight delivery
- Initial consultation booking bots with advisor matching
Convert Prospects into Committed Clients
Streamline the compliance-heavy onboarding process without sacrificing the personal touch your clients expect.
- Risk profile assessment flows delivered via chat
- Portfolio proposal delivery and clarification in conversation
- KYC and compliance document collection via WhatsApp
- Investment product education tailored to client profile
- Onboarding milestone tracking with advisor notifications
Deliver the Relationship Clients Value
Systematic, personalised communication across the client lifecycle deepens relationships and grows AUM.
- Portfolio performance summary delivery via WhatsApp
- Market commentary and investment insight broadcasts
- Tax document delivery reminders and guidance
- Annual review booking flows with pre-meeting briefing delivery
- Estate planning and succession content delivery
Built for Financial Services · Wealth Management
HNW Client Onboarding
Guide high-net-worth prospects through relationship establishment, KYC, risk profiling, and first investment — with a seamless, premium digital experience.
Portfolio Summary Delivery
Send personalised portfolio performance summaries, asset allocation snapshots, and benchmark comparisons directly to clients via WhatsApp.
Market Commentary Broadcasts
Distribute advisor commentary, macroeconomic views, and investment insights to segmented client groups on a regular, branded schedule.
Risk Profile Assessment Bot
Conduct initial or periodic risk suitability assessments via a structured conversational flow, with results logged for compliance and advisor review.
Investment Proposal Delivery
Share portfolio proposals, model allocations, and product recommendations with clients in-chat, with easy escalation to advisor for discussion.
Annual Review Booking
Automate annual review scheduling with personalised outreach, pre-meeting portfolio briefs, and post-meeting action item delivery.
Omnichannel Advisor Inbox
Unify WhatsApp, email, LINE, and secure messaging into one advisor workspace so every client communication is tracked and responded to.
Compliance-Ready Messaging
Full audit trails, suitability record keeping, and regulated communication controls ensure every client interaction meets financial regulatory requirements.
Client Satisfaction Surveys
Automate post-meeting and annual satisfaction surveys via WhatsApp to capture client sentiment and identify relationship risks early.
Results That Speak for Themselves
"Our advisors now maintain meaningful contact with three times as many clients as before, without working longer hours. The systematic WhatsApp outreach — market commentary, portfolio updates, birthday messages — keeps us top of mind effortlessly."
"Client satisfaction jumped from 78% to 94% within six months of implementing Nowdesk. Clients feel better informed, more valued, and more confident in our management of their portfolio — even though advisor headcount hasn't changed."
"Advisors using Nowdesk for systematic client outreach manage twice the AUM of those who don't. The platform enables them to maintain the relationship quality our clients expect at a scale that simply wasn't possible before."
Built for the Trust and Compliance
Demands of Wealth Management
Wealth management clients expect proactive, personalised communication from their advisors. Nowdesk enables your team to deliver that at scale — systematically, compliantly, and without burning out.
- Relationship-Scale Communication Automate the systematic touchpoints — market commentary, portfolio updates, annual reviews — that advisors know they should make but rarely have time for.
- Regulatory Compliance Built In Full suitability records, communication audit trails, and consent management meet the requirements of financial regulators across multiple jurisdictions.
- Personalised at Scale Dynamic content personalisation ensures every client receives communication tailored to their portfolio, risk profile, and relationship stage — not generic broadcasts.
- Security-First Architecture End-to-end encryption, access controls, and data governance controls protect the sensitive financial information of your highest-value clients.
Common Questions
Nowdesk enables highly personalised messaging using dynamic content that incorporates client names, portfolio details, advisor names, and relationship-specific context. All communications are designed and controlled by your team — the platform automates delivery, not the relationship.
Yes. Nowdesk maintains full communication audit trails, suitability record keeping, consent management, and data handling controls. The platform is designed to meet the requirements of financial regulators including MAS, SFC, FCA, and others. Our team works with your compliance function to configure the platform appropriately.
Yes. Nowdesk integrates with wealth management platforms, CRM systems, and portfolio management tools via REST API and webhooks. This enables real-time personalisation of communications using live portfolio data, client segmentation, and relationship attributes.
WhatsApp Business API communications are end-to-end encrypted. Nowdesk adds additional controls including access management, conversation logging, and data governance policies. For clients requiring higher security, alternative channels including secure messaging platforms can be configured.
Yes. Nowdesk supports multi-team deployments with separate inboxes, routing rules, and permissions for different advisor teams — such as private banking, discretionary management, and financial planning — all managed from a single platform.
Nowdesk supports multilingual communications with automatic language detection and AI-assisted translation. You can configure separate flows and templates for different language preferences, ensuring clients always receive communications in their preferred language.