Frazer James Enhances Client Access with WhatsApp
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Frazer James is a Bristol-based financial planning firm known for its client-first approach. As they looked to improve communication with clients, they wanted something that was fast, convenient, and familiar – but still secure. That’s where ClientWindow came in.
The Challenge: Clients Wanted Fast, Familiar Messaging
The team at Frazer James recognised that email wasn’t always the most convenient way for clients to get in touch – especially for quick queries or updates.
- Clients preferred something faster and more familiar than email.
- The firm wanted to offer secure communication without relying on personal devices.
- They needed a method that was both client-friendly and efficient for the team.
“We wanted to communicate securely with clients in a way that wasn’t necessarily via email,” something that was convenient for them.” said Claire Lane ,Client Administrator.
The Solution: Implementing ClientWindow
With ClientWindow, Frazer James found a solution that aligned with their clients’ expectations. Clients could message the team using WhatsApp, a platform they were already comfortable with – and the team could respond more quickly and easily.
“With ClientWindow, our clients can reach us quickly and easily,” Claire Lane said. “And it’s using a communication method they’re already very familiar with.”
The Result: A Better Client Experience
“The biggest impact we’ve had from ClientWindow is improving our client experience. It’s made us more accessible, and it’s easier for clients to communicate with us.”
Frazer James has used ClientWindow to strengthen their client experience by offering a channel that fits modern expectations – without sacrificing professionalism or control. The result is a more responsive firm, aligned with how today’s clients prefer to connect.
Further reading
What’s a Rich Text element?
What’s a Rich Text element?The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.Static and dynamic content editing
Static and dynamic content editingA rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!How to customize formatting for each rich text
How to customize formatting for each rich textHeadings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
