Shared inbox for financial advisors and brokers
Client communication for advisors and brokers, with nothing left to memory. Sektra keeps every commitment and every quiet client visible across email and WhatsApp, in a record that stands up to review.
A book of clients produces a steady stream of requests, documents and confirmations, and each one carries an obligation. The KYC refresh that needs a signed form back, and the quarterly review promised and not yet scheduled. The LP waiting on a capital account statement, and the transfer paused by a compliance hold. The client who has not written in seven weeks matters as much as the one writing today, and only a watch you set will say so.
Sektra reads the history behind every relationship and keeps commitments and open questions per client. Incoming mail is ranked by what it would cost to leave rather than by arrival time. WhatsApp conversations sit in the same inbox with the same record, for the clients who write there.
Everything the assistant records links to the message it came from. That is what a compliance review asks for and what a handover needs.
What it tells you, and why
“The KYC refresh you requested on the 12th is still open, and this client has been quiet since. You asked to be told at 30 days.”
Open requests stay listed with the date they were made, and a silence watch on any client counts the days for you.
“The LP asked on Monday when the Q3 statement ships. Nobody has answered yet.”
Open questions stay visible until someone on your side closes the loop, whichever mailbox they arrived in.
“This client's thread has no owner and three advisors can see it.”
Every thread gets an owner by rule or round robin, and the inbox shows when a teammate is already typing a reply, so one voice answers each client.
What your team gets on day one
Email and WhatsApp in one record
Clients write where they are comfortable. The record is the same either way.
Requests with dates
KYC refreshes, signed disclosures and statement requests, tracked per client until the document arrives.
Quarterly reviews prepared from the mail
Ask the assistant what was agreed with a client this quarter and get the answer with the source thread, before the review.
A security posture you can show a reviewer
Google and Microsoft sign-in for Gmail and Outlook, encrypted IMAP credentials, encryption in transit and at rest, no training on your mail, and deletion within 30 days of leaving.
Questions, answered
What teams like yours ask before they connect an inbox.
Where is the data stored?
On AWS infrastructure, encrypted in transit and at rest. Gmail and Outlook connect through Google or Microsoft sign-in, so Sektra never sees those passwords, and an IMAP mailbox's password is stored encrypted. The security page lists the details and the deletion timeline.
Does the record stand up to a compliance review?
Every commitment, request and answer the assistant records links to the message it came from, and the mailbox itself is unchanged. A reviewer can trace any entry to its source. Sektra is not an archiving or supervision system and does not replace one.
Can several advisors share one WhatsApp Business number with clients?
Yes. A connected WhatsApp Business number is an inbox like any other. Threads, notes, assignment and the client record all apply to it, and several advisors can work it with one owner per conversation.
Can we restrict who sees which inbox?
Yes. Access is granted per inbox, and roles decide who can invite teammates, manage integrations or handle billing.
Coming from another tool?
What stays the same, what changes, and what the switch takes, one tool at a time.
Playbooks for financial services
I'll send that Friday: how to track commitments made in email and follow up on every one
Deals rarely die from lost arguments. They die from forgotten follow-ups. On the anatomy of the promises hiding in your team's sent folder, and how to track them.
Read the articlePlaybooksWhere an Outlook shared mailbox stops and a shared inbox tool starts
Microsoft 365 gives Outlook teams a shared mailbox for free, and it works until it does not. What it is, how to set it up, the Sent Items fix, and the five places it stops.
Read the articlePlaybooksClient relationships die in silence: five churn indicators to watch
The account you lost last quarter didn't blow up in a meeting. It faded, one unanswered thread and one forgotten promise at a time. Five churn indicators, and how to see the fade early.
Read the articleSee it on your own inbox
Connect a mailbox and Sektra builds the memory of your clients from the history already there.