Unlimited Instant Messaging

Centralised communication with external collaboration

• Unify all client, partner, and internal communications along side all your vital business information

• Seamlessly include external stakeholders in project discussions without compromising security

• Maintain a complete audit trail of all communications for each client, project, task or file.

• Instantly retrieve past conversations to provide context in client meetings or audits

Integrated task management and real-time project communication

• Create and assign tasks directly within client or project chats for immediate action

• Resolve client queries and project bottlenecks in real-time, improving service delivery

• Keep complex, multi-stakeholder projects on track with instant updates and notifications

• Enhance accountability and track project progress with integrated communication and task management

Chat, collaborate, and track changes

• Link conversations directly to relevant financial documents, contracts, or reports for instant context

• Collaborate on sensitive documents in real-time, reducing revision cycles and speeding up approvals

• Maintain a clear, chronological record of all document-related discussions for compliance and auditing

• Quickly access and share the latest version of any document during client calls or team meetings

Secure critical correspondence and ease compliance burdens

• Protect sensitive client information with bank-grade, end-to-end encryption

• Ensure compliance with industry regulations through comprehensive access controls and audit logs

• Securely manage client communications and document sharing in one compliant platform