Messaging
Client-advisor conversations take many forms
Enjoy a complete suite of secure, omnichannel messaging solutions – live, asynchronous, and integrated.
A unified experience across every digital channel
Empower customers to engage on their terms while ensuring security, compliance, and efficiency.
Instant and ongoing conversations
Boost customer satisfaction with real-time engagement through Live Chat, ongoing advisory communication via Secure Messenger, or reach out on popular channels like WhatsApp & SMS.
Transition to more effective channels
Effortlessly move conversations from SMS or WhatsApp to Secure Messenger when discussing sensitive or confidential information.
Single interface for agents and advisors
Consolidate all customer interactions into one single platform to ensure full conversation history, compliance, and personalized service.
Real-time engagement with Live Chat
Fast, efficient customer interactions that drive immediate resolutions.
AI-Powered assistance
Enhance interactions with individual customer-facing AI for instant self-service and smart routing, while equipping agents with AI-driven insights for faster, more accurate responses.
Smooth transition to human support
Switch conversations from the bot to human agents when deeper expertise is needed, ensuring a smooth and personalized experience.
Advanced features
Enable a wide range of secure file sharing, along with voice messages, translations, and interactive chat tools.
Secure, ongoing conversations with Secure Messenger
Compliant messaging app for advisory services and long-term engagement.
Asynchronous messaging
Keep conversations open and accessible for advisors and clients over time with an omnichannel platform that stores your conversation history.
End-to-end security & compliance
Ensure encrypted, authenticated interactions that meet financial regulations. Build customer relationships with a consistent experience.
Outbound & proactive engagement
Initiate meaningful conversations with product insights, updates, and support.
Mike Koller
Head of Digital Banking
Nicola Andreetta
Head of supportoATTIVO
Engage customers on their preferred channels with Third-Party Connectors
Indulge customer preferences and meet your clients where they are – WhatsApp, SMS, and beyond.
Unified messaging channels
Shift to a secure space
Move sensitive discussions from SMS or mobile app platforms like WhatsApp into Secure Messenger.
Integration
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.
