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
How does Unblu integrate with existing financial service platforms?
Unblu integrates natively with core banking and CRM platforms such as Avaloq, Backbase, Objectway, Wealth Dynamix, BNY Pershing, Broadridge, and Salesforce. Through APIs, Webhooks, and Bot Actions APIs, it connects seamlessly to existing workflows, enabling message archiving, CRM data synchronization, and automated actions directly within conversations.
How can financial advisors use messaging platforms effectively?
Financial advisors use Unblu Messaging to maintain continuous, contextual client relationships. Asynchronous and breakout-thread capabilities allow multiple discussions to occur securely within a single relationship thread. Advisors can share documents, follow up via mobile, or escalate interactions to video or Co-Browsing – all while preserving the audit trail for compliance and ongoing advisory support.
What is the role of AI Virtual Agents in customer service?
Unblu's AI Virtual Agents deliver 24/7 self-service, resolving up to 80% of common customer queries instantly. For complex cases, the AI seamlessly hands off to human advisors. Meanwhile, AI-Powered Agent Assistance provides real-time insights and knowledge suggestions, while live AI translations enable smooth multilingual communication across 30+ languages.
How does Unblu ensure security and compliance in messaging?
Unblu's Secure Messenger adheres to ISO 27001:2022 and SOC 2 Type 2 standards, with end-to-end encryption and full message traceability. It integrates with enterprise-grade DLP tools and external archiving systems to support audit, data retention, and regulatory compliance. With deployment options in the Unblu Financial Cloud, hybrid, or on-premise environments, all customer data remains secure and compliant.
What is an omnichannel messaging platform?
"Omnichannel" refers to the various methods or points of contact that customers have when communicating with a business. Unblu's omnichannel messaging platform enables seamless communication across chat, voice, and video – connecting customers and advisors in real time or asynchronously. Unblu Spark supports Secure Messenger, Live Chat, and connectors like WhatsApp. Advisors can switch between channels or escalate a chat into a Co-Browsing or video session.
