Designed for dedicated advisory and highly regulated industries. Secure messenger enables authenticated customers to exchange messages with their relationship managers.
Watch a 7 minute demo
Connect with customers on a personal, intuitive channel and build a rapport
Extend the relationship through messenger and facilitate more conversations.
Mobile and desktop apps let you control when and how you want to read.
An interactive conversation is an effective way of getting and providing advice.
With document sharing and co-browsing, advisors can collaborate and guide customers through complex documentation.
Get work done where you need to. Start conversations on any platform–Mac, Windows, iOS or Android.
Juggle multiple conversations at once. See who is online, who is typing and who's replied - all in real-time
Use canned responses and macros to automate without losing that personal touch
Using unblu API, integrate with internal systems to deliver key information for day-to-day work.
How to use messenger for building trust and sharing expertise in Private banking and Wealth managementWatch now
Instantly view and interact with customers’ web browsers — provide live, personalised guidance whilst reducing the boundaries between you and your customer.
Leveraging our co-browsing technology, LiveView enables you to see the customers screen while you chat. Allowing you to fully understand the context of their situation.
Collaborate and guide customers through intricate documentation.
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