WhatsApp built for financial services, broking and mortgage teams.
The messaging platform covering KYC document collection, servicing questions and secure notifications, without conversations landing on personal phones.
Pain points
What's going wrong today.
KYC and document chasing stuck in email threads, slowing down completions and renewals.
Sensitive servicing conversations happening on personal WhatsApp with no audit trail for compliance.
Time-critical notifications, such as rate changes or missed payments, sent by post or email and going unread.
How Stitch runs the day
From first message to CRM record.
- 01
Enquiry or application lands
A web enquiry or referral is captured and routed to the right adviser or team.
- 02
WhatsApp opener
A templated first touch within minutes, with a secure document request attached.
- 03
KYC and servicing in-thread
Documents are collected and logged, and queries are answered with a full audit trail.
- 04
Ongoing notifications
Compliant updates, such as rate changes or renewal reminders, are sent and tracked on the same thread.
Live in action
In the site's demo script, a client asks someone to talk them through buy-to-let mortgage options. That open-ended question is the kind Stitch can route to the right adviser with the client's file already attached.
Impact metrics
What good looks like.
Illustrative benchmarks for the pitch, to be swapped for verified client figures before going live.
3x
faster document collection for KYC and onboarding
<2 mins
average first response to a client query
100%
audit trail for every regulated conversation
Where finance stands today
Three positions. All three carry risk.
Not on WhatsApp
Absent from the channel clients already prefer for a quick question.
On personal phones
Regulated conversations and documents sit outside the firm's compliance record.
On the free Business app
No audit trail, no CRM sync, and unofficial automation tools breach Meta's terms and likely the firm's own compliance policy.
Relevant integrations
Where Stitch plugs in.
General CRM connections via Salesforce or HubSpot, and Stitch's Open API. Secure handling relies on the same official Cloud API foundations described in the Estate Agency Playbook: a Subject Access Request exported as a CSV download, and STOP opt-out built in.
Explore all integrationsDirector's checklist
Questions to ask your team this week.
- Could you produce a client's full WhatsApp history within a regulatory deadline today?
- How many advisers currently use personal WhatsApp for client servicing?
- How long does KYC document chasing typically add to a completion?
- Where could a QR code or secure link, on an application form or renewal letter, open a compliant WhatsApp chat?
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