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Flinkit for Financial Service Providers | agile kit

Index:

  1. Situation
  2. Digital consultancy
  3. Problem: sensitive data
  4. Communicate legally and GDPR compliant with Flinkit
  5. Communicate in an understandable way with Flinkit
  6. Corporate communication via WhatsApp

1. Situation

The current situation with Covid and the general geopolitical situation poses serious challenges for many financial service providers around the world. In addition to economic losses, they must continue to comply with the regulatory requirements imposed on them. In terms of efficiency, the trend is clearly towards digital consulting.

2. Digital consultations

Much of the advice in the financial services industry today takes place online. Customers want to be informed quickly and efficiently. And at a time that suits him. With the Flinkit web chat, the customer can contact a consultant via WhatsApp at any time. Leads and interested parties can be brought directly into the WhatsApp chat, where they can be recommended and continue to receive information.

3. Problem: sensitive data

When it comes to money or insurance, sensitive data is involved. Communication with WhatsApp poses two problems: on the one hand, only one consultant can access the customer’s data. This complicates the processes and many communications happen twice. Secondly, communication on WhatsApp has not been legally secure so far. The messages were sent via American servers and the user’s address book was also queried and sent to the servers of the parent company of WhatsApp Meta (formerly Facebook) in the United States. This is a clear violation of European data law and up to 4% of the total turnover of the respective company will be punished.

4. Communicate legally and in compliance with the GDPR with Flinkit

With Flinkit it is finally possible to communicate in a legally secure and GDPR compliant way. Flinkit stores the data on German servers and has been checked by an independent data protection officer. Sensitive customer data is again in its own data sovereignty. This also offers customers special security, because they too can be confirmed that their messenger communication is protected by European data law.

5. Communicate in an understandable way with Flinkit

In addition, Flinkit makes the use of messenger completely understandable for all consultants and salespeople. Chat histories are archived chronologically and each consultant has access to all communication with clients. Vacation replacements or spontaneous illnesses can be solved easily and efficiently with Flinkit.

6. Corporate communication via WhatsApp

Our customers not only increase legal certainty and usability, but can also use WhatsApp newsletters for information or advertising. WhatsApp campaigns have the highest open rates of all channels and are considered a particularly effective new advertising channel. This allows our clients to generate structurally higher sales.

Flinkit is the new channel used by financial services providers to improve customer loyalty, increase sales and generate more sales with messaging campaigns.

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