Your clients are already on WhatsApp. Are you meeting them there professionally?

Personal phones. Unanswered messages. Campaigns sent manually one by one. Zippix brings every client conversation and every outreach campaign into a single, structured, professional workspace built for financial advisory teams that take communication seriously.

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“Your next client meeting was confirmed on WhatsApp.

Your last campaign was sent from someone's personal phone.

Your firm deserves better than that.”

Reach hundreds. Feel like one.

A well-timed WhatsApp message from your firm about a portfolio review, a market update, a renewal reminder lands differently than an email - it feels personal. It gets read. Zippix lets your team send those messages at scale, with the structure and consistency that protects your brand.

Reach hundreds. Feel like one.

Templates your team reaches for - not scrambles for

Every approved WhatsApp message template lives in Zippix, organised by connected number, synced directly from your WhatsApp Business account, and available the moment your team needs them.

Templates your team reaches for - not scrambles for

Every message. Right now. No delay.

The Live Feed gives your team a real-time stream of every incoming WhatsApp message across all connected numbers - filtered, sorted, and refreshed automatically. No manual checking. No switching between phones or accounts. Just a live view of every client interaction happening across your firm right now.

Every message. Right now. No delay.

Multiple numbers. One place to manage them all.

Whether your firm runs one WhatsApp number or several, Zippix connects them all to a single admin workspace. Connect a number, manage its conversations and campaigns, disconnect when needed with full control at the admin level - zero confusion at the team level.

Multiple numbers. One place to manage them all.

Before Zippix

  • Messages sent from personal phones

  • Campaigns built manually, one message at a time

  • Templates saved in WhatsApp drafts and forwarded groups

With Zippix

  • Every client message sent from your firm's connected number tracked, visible, professional.

  • Campaigns built in three steps, launched to hundreds, delivered on brand and on schedule.

  • Approved templates synced, organised by number, and ready to use the moment your team needs them.