Secure Messenger is a natural expansion of the pervasive texting experience—and customers are asking for it. Secure Messenger is part of the Unblu platform that is helping banks close the digital gap.
Whether a customer needs help with a transaction or wants more of a personal touch with investing, Secure Messenger is one more tool that empowers an advisor to guide them efficiently through transactions and provide relevant and personal advice. Our Secure text messaging solution helps banks to provide the WhatsApp texting experience whilst remaining compliant. Designed to meet the needs of a secure and compliant Relationship Manager (RM)/ Client conversation and collaboration session, it can be easily integrated into mobile native or browser-based applications. After the customer has passed through the bank’s security procedures, their conversations with the bank/insurer are available to them. The RM can login to the Unblu Agent Desk (locally or with SSO) or into their dedicated RM app (with our Agent SDK installed) and exchange messages freely with their clients.
Warum Secure Messaging für Banken Priorität haben sollteIf banks are to leverage the opportunities for conversations that are hiding in the omnichannel experience, they first need to do some soul-searching. To genuinely create customer-centric journeys and experiences, banks have to reorient to the question of why they exist. Customers’ wants and needs have to be at the heart of digital strategy and all activity. Rather than selling products and services, banks need to switch gears and create helpful and memorable experiences for customers. Conversations can’t be focused on pushing lending products. Instead, banks need to focus on how to help customers manage their finances and get ahead and consistently demonstrate a true interest in their customers’ financial well-being. Adding the text messaging experience to your digital customer journey will genuinely improve banks ability to connect with customers, partner with them, and make your customer conversations more meaningful.
Vorteile von Secure Text Messaging Weshalb Unblu Messaging zum Standard in der Finanzbranche wirdUnblu is Secure Messenger with superpowers
The Secure Messenger features seamlessly work together with co-browsing, video, and voice call, and can be added to the conversation when the time is right. By bringing all these elements together – enhancing the conversation with visuals, sharing research documents and having the ability to see each one another – the quality of a client’s experience increases exponentially. These improved, more frequent interactions go hand-in-hand with increasing transactions. Using tools like Secure Messenger, the relationship manager can now leverage the customer’s moment of truth and be available at the right moment to drive it home. Secure text messenger capabilities are even better when combined with:
Unblu Secure Messenger integrates into third-party messaging solutions
Because live can be complex, the text messaging solution you implement should have the ability to connect with customers via their favorite social messaging applications like WhatsApp, Facebook Messenger, or Viber.
That’s special challenging in domains such as financial services where the regulation is strict. In Unblu we allow our customers to integrate our solution with your customer’s preferred channel, and centralize all the request at a central point for your agents and RM. Thanks to our business APIs, our clients manage all communications with customers through a single application. Our Business Logic Engine reads through the request and connects the customer to the right person or team.
Example of our WhatsApp Integration
Unblu Secure Messenger is highly Secure and Compliant
Unblu exceeds every security requirement for the banking and financial industry and guarantees protection of your information Our customers keep total control over the communications between customers and their staff. All the communications are recorded, encrypted and stored safely.
