First mobile access

Introduction to EFG Chat

We live in a society that demands an easy and immediate access to all sort of information. In this sense, EFG wants to offer its customers a new tool that permits real-time communication with their advisors.

We want to provide our customers with a secure communication tool that allows them to discuss with their advisors with the confidence that all their communications are secure. We make sure that when one logs out from EFG Chat, no residual information is kept on the device. Information is only available on our servers, where it is encrypted to protect our customers’ privacy.


Use EFG Chat

As previously mentioned, the goal of the EFG Chat is to allow EFG customers to have a real-time communication with advisors. EFG Chat can be seen as a complement of the Secure Messaging application in the sense that all the communications carried on EFG Chat are considered official as well as all the actions taken in the course of the conversations.

EFG Chat includes a F.A.Q document, with answers to common questions and it allows user to directly contact the support team for assistance.

Main features of chat

  1. EFG chat allows communicating to any contact available in the list of contacts. Only written communication is possible, no video or voice calls are available.

    a. One can send messages to any of the contacts available in the list of contacts; one cannot add or remove contacts from this list.

  2. One can always retrieve the history of the conversations by scrolling up on the chat to load older messages.
  3. EFG Chat allows forwarding a message to any contact in the list as well as to securely copy a message. We only allow copying messages inside EFG Chat application; one cannot copy a message from EFG Chat and paste it on an external application (i.e. mail application).
  4. In case the sending of a message has failed, EFG Chat will show an error and will allow the manual resending of the message. One can always see if the message has been read by the recipient.