WhatsApp Business is used across InvestorKit as a fast, reliable communication tool that supports our internal collaboration. It enables teams to connect in real-time, streamline coordination, as well as maintain our awesome team culture and collaboration.
WhatApp for client communication is being decommissioned with the introduction of our InvestorKit Client Portal for ALL client journey interactions.
By leveraging WhatsApp Business, we maintain communication momentum within our InvestorKit Dream Team, reduce turnaround time, and support our operational rhythm without relying solely on email or phone calls.
Access and Setup
WhatsApp Business can be used on:
- Mobile devices (iOS and Android)
- Web/Desktop (via WhatsApp Web once linked to your phone)
InvestorKit devices will be set up with access to the relevant WhatsApp groups. If you require setup support or access to a specific group, please contact the Helpdesk.
WhatsApp Mobile Training
To ensure you’re confident using WhatsApp in your role, please review the following resources:
These resources cover key functions such as sending and receiving messages, using voice notes, attaching documents, managing contact lists, and using labels for message organisation.
Best Practices
- Use clear and professional language in all communication while maintaining our unique culture and values
- Avoid using personal devices for InvestorKit conversations unless authorised
- Always double-check messages before sending to ensure accuracy and tone
- Do not share confidential or sensitive documents unless using a secured version or link
- Use broadcast lists appropriately — announcements should be relevant and timely
- Set status messages or auto-replies if you are unavailable during business hours
Compliance and Security
- Do not share passwords or login credentials over WhatsApp
- All group communications should align with InvestorKit’s culture and values
Need Help?
If you have any questions about WhatsApp usage, require group access, or need help with features:
- Submit a Helpdesk ticket via helpdesk@investorkit.com.au
- Reach out to your Team Leader