WhatsApp Business
SIM swap and account takeover: protecting the number your clients message
How a brokerage loses its WhatsApp number to a SIM swap, a phished code or a linked device — the settings that stop it, and what POPIA requires afterwards.
WhatsApp Business
Sent, delivered, read: what a WhatsApp status proves when a client says the notice never arrived
Two grey ticks are not proof of receipt. What sent, delivered, read and failed mean on the WhatsApp Business Platform, and what a broker should file instead.
WhatsApp Business
Meta business verification for a brokerage: documents, display name and the blue tick
Registry papers, a display name clients recognise, two-step verification: what Meta checks before a brokerage number can scale, and what the badge is worth.
WhatsApp Business
Where your clients’ WhatsApp messages are actually stored, and what to tell your DPO
Cloud API stores message data where you tell it to, but only if you set the region before registering the number. What EU and UK brokers should check.
WhatsApp Business
Your WhatsApp display name is a client-facing disclosure: trading names and Meta review
Why clients see a number instead of your firm, how Meta reviews display names, and which of your legal, trading or network names belongs at the top of the thread.
WhatsApp Business
What a brokerage really pays to message clients on WhatsApp
Meta bills WhatsApp per message delivered. Which of a broker’s messages are charged, which are free inside the service window, and how to budget a month.
WhatsApp Business
Messaging limits and quality rating: why your brokerage number gets throttled at month-end
Half the premium reminders did not send. What a WhatsApp messaging limit counts, how tiers and quality rating work, and how to run a month-end batch safely.
WhatsApp Business
Moving your brokerage number to the WhatsApp Business Platform without losing the book
Migrate the number clients already message, or run it alongside the app. What each route costs you in chat history, and the checklist to do it in one evening.
WhatsApp Business
Getting WhatsApp templates approved: utility, marketing and why brokers get rejected
Meta decides whether your renewal or claim message can go out at all. How a UK or EU brokerage picks the right category, survives review and avoids rejection.
WhatsApp Business
Setting up WhatsApp Business for a South African brokerage: number, opt-in and templates
A step-by-step guide for FAIS-licensed brokerages moving off personal phones: choosing the number, capturing opt-in, writing templates and keeping records.
No article matches this search.