Third-party messenger
Risk-free connection to clients’ preferred channels
Integrate WhatsApp, SMS, and other channels into a centralized, compliant engagement platform.
Secure omnichannel engagement
Meet customers on their preferred apps while maintaining total compliance by centralizing WhatsApp and SMS into one secure advisor interface.
Customers reach out on their preferred channel
Engage customers on the apps they use daily while ensuring every interaction is recorded, professional, and kept within your secure environment.
Unified advisor workspace
Handle WhatsApp, SMS, and chat from one inbox. Ensure professional, compliant service with full history and no personal phone numbers required.
Secure discussion elevation
Pivot from public apps to encrypted chats when sensitive data is needed. Ensure privacy and compliance without disrupting the client journey.
Proactive client outreach
Initiate high-value dialogue via WhatsApp and SMS. Share updates and trends to stay top-of-mind while driving meaningful client follow-ups.
Effortlessly integrate with Whatsapp
Enable professional engagement on the world’s most popular messaging app. Provide the mobile convenience clients expect within a secure, compliant environment that preserves your brand's reputation.
Expressive mobile interactions
Exchange voice notes and files with full read receipts. Deliver a modern, familiar experience that keeps dialogue interactive and personal.
Scalable professional outreach
Use pre-approved templates to initiate conversations. Ensure consistency and compliance when sharing product updates or service insights.
Simplified account setup
Link your Meta Business Account directly through admin settings. Start engaging clients on WhatsApp without any additional development required.
High-impact SMS integration
Boost satisfaction with a reliable, universal channel. Deliver direct-to-pocket, two-way messaging that reaches every customer instantly through a single, compliant interface.
Interactive mobile dialogue
Allow customers to respond instantly via SMS while agents manage every thread from a single, centralized platform for total conversation context.
Proactive service outreach
Drive loyalty with two-way SMS, allowing your team to send critical updates or answer inquiries directly on the customer's preferred channel.
Effortless provider setup
Connect your existing service provider directly within admin settings, enabling professional SMS communication with minimal technical overhead.
Agile ecosystem expansion
Future-proof your digital strategy by integrating any third-party app into your secure workspace, ensuring every interaction is visible and protected.
Developer-friendly API connectivity
Manually start meeting recordings or set them to begin automatically. Securely store all interactions – text, voice, and collaboration – to meet regulations like GDPR and MiFID II.
Centralized compliance oversight
Full call transcripts are available during and after conversations, ensuring accurate records for compliance while following security measures.
Frequently asked questions
Which live chat software integrates with CRM and core banking systems?
Unblu Live Chat integrates with the Customer Relationship Management (CRM) and core banking platforms banks already run, such as Avaloq, Backbase, and Salesforce, syncing conversation data and triggering automated actions through APIs, Webhooks, and Bot Actions APIs. This lets a Live Chat conversation update a customer record or kick off a workflow in the bank's existing systems without manual re-entry, keeping the agent inside one connected workspace.
How does live chat software compare to other customer support channels like email or phone?
Live chat resolves queries faster than email, since it's synchronous, and lets an agent share visual context a phone call can't. Unlike a phone call, a Live Chat conversation logs a full text record automatically, useful for compliance and dispute resolution, and can escalate instantly to secure video or Co-Browsing when a query needs a richer channel. Email, by contrast, adds hours or days of back-and-forth for anything requiring clarification or a document exchange.
What features should I look for in live chat software?
For a regulated industry like banking, look beyond basic messaging to identity verification, compliance recording, and data residency controls. Unblu Live Chat verifies clients through e-banking authentication, screens messages and files through a DLP interceptor before they reach the chat, and stores data in the Unblu Financial Cloud, a Swiss sovereign cloud, or on-premise. One-click escalation to Video & Voice or Co-Browsing is also essential for resolving complex queries without switching tools.
Which businesses benefit most from using live chat software?
Banks, wealth managers, insurers, and other regulated financial institutions benefit most from a live chat platform built specifically for their compliance requirements, rather than a generic customer-support tool. Unblu Live Chat is designed for organizations that need identity-verified conversations, full audit trails, and the ability to escalate from chat to a secure voice or video call, unlike consumer-grade tools built for e-commerce or general SaaS support.
What is live chat software and how does it work?
Live chat software lets banks and financial institutions have real-time, text-based conversations with customers directly inside a website, e-banking portal, or mobile app. Unblu Live Chat pairs this with banking-specific requirements: clients are verified through existing e-banking or wealth portal authentication, conversations can be recorded for compliance, and an agent can escalate instantly to secure video or Co-Browsing without losing context. AI handles routine queries automatically, resolving up to 80% of them before a human agent is needed.
