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Home Business Financial Services

ClientWindow recognised with WealthBriefing Channel Islands Award

December 17, 2024
in Business, Financial Services, Jersey
ClientWindow recognised with WealthBriefing Channel Islands Award
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ClientWindow has been selected as a winner in the ‘Client Communications’ category at The WealthBriefing Channel Islands Awards 2024.

Showcasing ‘best of breed’ in the Channel Islands region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing Channel Islands awards so prized amongst winners.

The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.

David Moehle, ClientWindow co-founder, commented on their win: We are delighted to have won this award, which recognises the importance of innovation in solving compliance challenges for businesses. The judges’ feedback highlights how ClientWindow’s seamless integration of WhatsApp with email not only enhances operational efficiency but also ensures regulatory compliance, improves oversight, and boosts client satisfaction. This award is a testament to the value our solution brings to firms navigating the complexities of client communication in today’s digital age.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Wealthbriefing, was first to extend his congratulations to all the winners: “Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year.

“We have seen a marked increase in entrants and interest in all our global awards programmes and Wealthbriefing MENA is no exception. These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.

“I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the elite list of wealth management professionals who form global elite of Wealthbriefing Channel Islands winners.”


Pictured: Left to right – Richard Moore, Tim Zeale and Chris Whitthoft

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Sue Fitzgerald

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