Since September 2023, Choreo has relied on Clerk Chat to modernize how their teams communicate with clients - without sacrificing compliance, auditability, or advisor efficiency.
Embedded where advisors already work
Choreo’s team integrates Clerk Chat directly into Microsoft Teams, their day-to-day communication hub. Each team member can send and receive text messages from their Microsoft Teams phone number, all within a familiar interface. It requires no separate login or new workflows to enable client messaging from inside the tools they already use.
Choreo sends hundreds of thousands iinbound and outbound messages every month, handling:
- 1:1 client conversations and scheduling
- Document confirmations and trade notifications
- Meeting reminders and preparation checklists
- Tax season communications
- RSVP coordination and event follow-ups
Compliance isn’t optional
In wealth management and financial advisory services, client communication is highly regulated. Every message can have implications for investor protection and audit readiness. That’s why firms like Choreo need a messaging platform that is aligned with stringent financial industry regulations.
As an SEC-registered adviser, Choreo must make sure all client communications are traceable, secure, and reviewable. Clerk Chat integrates directly with Global Relay, and every message, sent or received across all users and inboxes, is automatically archived, discoverable, and stored in accordance with regulatory standards. Advisors, compliance teams, and operations can also export message logs on demand by date and inbox, to maintain clear audit trails for internal reviews or regulatory requests.
Clerk Chat also supports compliance with AI-powered auditing tools that can flag potentially non-compliant language or policy-violating patterns in real time. This allows compliance teams to be proactive instead of reactive, reducing risk without adding friction to advisor-client relationships.
In an industry where trust is built through responsiveness and clarity, every client interaction is so important. At the same time, regulatory standards hold financial firms accountable. Clerk Chat helps companies like Choreo find the right balance. Advisors are empowered to engage with clients in real time, creating a personalized experience for every account, yet they are still able to prioritize and maintain the compliance rigor required throughout the financial industry.
What’s changed for Choreo
- Reduced communication friction by centralizing messaging inside Microsoft Teams
- Improved responsiveness with automated appointment reminders and real-time 1:1 messaging
- Improved compliance posture with Global Relay integration and AI-powered message auditing
- Increased advisor efficiency by simplifying daily workflows and reducing toggling between tools
Messaging that meets finance standards
In a high-trust, compliance-driven industry, the ability to communicate clearly, promptly, and securely with clients is critical. Clerk Chat enables Choreo’s advisors to do just that, all within the tools they already use.
By simplifying day-to-day interactions, like scheduling, confirmations, and document follow-ups, and backing it all with strong audit trails and AI-powered compliance tools, Clerk Chat helps Choreo deliver an exceptional client experience without adding risk or complexity.
The result? Faster workflows, better client engagement, and peace of mind across the board.
