Welcome to Qwil Messenger.

It is great to have your organisation on board.

Chat has fundamentally changed the way we communicate with our family and friends. You now have the same technology, albeit secure and compliant, for your workplace enabling staff to provide better service to clients and streamline processes.

But having a tool is not sufficient to making it a success. How it is positioned and rolled out are key and we have provided some useful tips below gathered from 1,000s or organisations.

Remember: Start simple. 80% of the efficiencies to be gained are just getting staff to communicate with their clients. You can always look to integrate and automate in a second stage.

What to expect?

We are well aware that there can be resistance to change and embrace new technology but Qwil is a great first stage in making lives easier.
Qwil (and chat) is so simple, but so disruptive at the same time. However, as with mobile phones, once Qwil is accepted, there is no turning back.
It opens up huge potential for efficiencies that will come naturally to your staff if everyone is aligned.
Clients understand the need for security and privacy. Daily phishing and fraud attempts on their emails means they are open for a simple and convenient solution. Even the older generation are on social chat, and they will love the desktop version of Qwil.

Day 0: Getting all stakeholders aligned

A successful deployment has to be embraced by all stakeholders. We know we can tick everyone's boxes so it is important for you to engage early.

Technology. Is Qwil secure? Security is making sure users are authenticated (why Qwil is invitation only) and privacy is ensured (platform is encrypted to banking grade standards). Our security white paper on our website and on request. We are trusted by UK's largest financial networks and asset managers who have done the same.
Compliance / risk. How is data managed? It is your data. You have full control to meet data privacy regulation (including GDPR). You choose the location, all users consent to your terms and authorised staff can easily search all content. Basically, it takes a weight off your shoulders.
Legal. What are the terms? Our Master Subscription Agreement is available on our website with all the legal documentation. This also includes terms and conditions for users accessing Qwil but also your own terms that can be customised.
Business. How is it going to make our lives better? Front office understand the problems and client friction better than anyone else and here - onboarding a prospect to Qwil takes 30 seconds, no need for passwords, encrypted emails, portals are all some of the benefits. Ultimately, less time on admin, means more time to service clients.

Tips and best practices for the roll out

Make Qwil your own putting with your logo and colours. Communications will immediately become more professional as the purpose is clear. Adding pictures for staff is also important. You can also customise the Dashboard with company news and important information.
Onboard all staff first. A simple spreadsheet template can be completed and they will all receive an invite (instead of doing it 1 by 1). You will be amazed how quickly staff will start chatting with other staff as the look and feel is familiar.
Communicate to staff that Qwil is the channel of choice. You now have a true alternative to WhatsApp and insecure email and all professional communications are to be done on Qwil. It is also your responsibility as an employer to control professional channels.
No need for extensive training, deploy first and let them use it. Enterprise Tech is usually complex. Well not this time. Most of your staff will only have 2 options - see the contact and start a conversation with them.The key is knowing where to find help and answers, and that is our help centre. Every staff can also support his or her client directly.
Be clear what Qwil is used for with clients. As Qwil is a banking grade app with only verified participants, it should be "as good as" or "better" than existing channels. A new prospect can be invited from the first meeting with their full consent. Transaction limits should be as good as email and not require call backs.
Don't be restrictive on "use cases". There are too many. Staff and clients will figure out naturally. When you gave out a mobile phone, you didn't say you can use it for this or for that.
Communicate to clients on your new secure and convenient channel. An email template is available here but you may take advantage of a call to introduce your new tool. Privacy and security is only good if it can be used simply. Secure inboxes, portals, password protected documents are no longer needed with Qwil. Make sure staff can help with any questions.
Nominate staff administrators and let other staff know. These are your staff than can invite clients (and other staff). It could be all of you or an assistant. Just edit the Role of staff under the Administration tab.
Invite all your clients to Qwil. This is simple to do by your staff administrators and can also be done in bulk. It is always the same process. Once you have added staff members to Client Teams (i.e. which staff cover which clients), invite a client with email and mobile number and put them in their respective Client Team. It may be one single default Client Team with all staff and all clients.
Engage with your clients as soon as they are on board. A staff connected to a client will receive a notification via the Butler when their client has joined. This is a prompt to engage, to talk about Qwil, but also to service them. This is not normal banking technology, clients will find this fun.
Encourage all users (staff and clients) to download both the desktop and mobile app. On mobile the app should ideally be on the first page. You want new messages to be seen and the level of interaction increased.
Redirect emails to Qwil. Removing email use will not change overnight but can change quickly. We have seen it in our personal lives. Soon we will have a tool to reply to forward an email to Qwil and reply but in the mean time, we recommend you reply to the email with a standard message that secure communications are conducted on Qwil Messenger.
Broadcast messages. Use the broadcast messages to send information, links or documents to all staff or all clients. Whether it is important news or an event your are organising, users will receive the information in Butler inbox. They can easily send a message to respond.
Brainstorm with staff on current processes and how Qwil can help things better. Now you have a secure channel with only verified participants, it is a great opportunity to rethink processes with the team.
- How can we simplify our client onboarding?
- What documents could be sent to clients?
- What tools can we leverage - AI, signature, video meetings
- How do we link up with our portal now? (hint. use the dashboard banner)
Encourage other firms to have Qwil too. Maybe one of your clients would like to use Qwil with his/her staff? Could your accountant benefit from sharing document you on their Qwil? Qwil is a common app for that reason and being as staff member of one organisation and a client of another will naturally increase communication.