A trusted advisor in your customer’s pocket.
Asynchronous Messaging lets customers communicate with their relationship manager when it suits them, making it a lot simpler to interact. Provide a WhatsApp like experience whilst keeping control over the storage of the conversations.
Instigate and facilitate more conversations based on their personal interests and build rapport. Unblu’s Secure Text Messaging solution delivers relevant interactions between financial institutions and their clients.
If you want to discuss face to face, you can always start a video or voice call straight from within the conversation.
Turn self service browsing efforts into a collaborative experience. During a conversation, advisors can use existing websites and documents together with their clients.
An extra layer of flexibility, Universal Co-Browsing enables participants to navigate to anywhere on the web together.
Share documents to guide customers through complex products or proposals, filling out forms or signing contracts together. Everything within the context of your conversation.
Our conversation recording can record all layers of an exchange for quality control and compliance purposes.
We support both deployment models. Our financial cloud is fully ISO 27001: 2013 certified and it is compliant with the FINMA Guidelines of Circular 2008/7 and of the SFBC Circular 2005/2 No. 87.
Unblu uses existing authentication mechanisms already in place in the on-premises infrastructure of the institution.
All Unblu communication is secured through SSL. On-premises, Unblu is architected to leverage existing security infrastructure (WAFs, Reverse Proxies, authentication, authorization) and functions behind the SSL termination of an e-banking environment.
Interaction logs along with any message data (text, media, files) of every conversation is stored in the system. Standard APIs expose the information for downstream processing and archiving.
All communication is handled for fulfilling compliance requirements, including full customer history, call recording, collaboration recording, archiving video sessions and encrypting archives. Conversation records are stored as MP4 files and are available to authorized users only. Records are kept for a year in a secure database or exported into your own infrastructure.
Life can be complicated, which is why the text messaging solution you implement needs to have the ability to connect with customers via their preferred social messaging applications, like WhatsApp or WeChat. However, that can present challenges in tightly regulated industries such as financial services.
Better engagement. More revenue.