Less consultation, more conversation

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Text-based conversations that are convenient, secure, and entirely natural

Securely exchange ideas, information, and documents to build stronger client relationships.

Ongoing conversations

Clients can get access to dedicated, ongoing, and personalized advice or support after signing into a mobile platform, web portal, or other secure areas.

Flexible interaction options

Any user can open multiple conversation threads, with the option to broadcast outbound messages to multiple recipients.

Personalized messages

Ensure clients have the most up-to- date knowledge, insights, and recommendations with tailored broadcast messaging capabilities that keep the client talking.

Cross-channel compliance

Continue the conversation on the client’s preferred channel without losing context or worrying about compliance regulations

Easy doc exchange

Exchange documents in an easy and secure way and keep ongoing interactions in a single thread.

Pass the baton

Normal advisor not available? Leverage the deputy delegation capabilities to keep the client up to date until their normal point of contact returns.

Guest joining

Invite (hidden or visible) agents and teams to take part in specific conversations that require that extra level of niche expertise.

Make the first move

Broadcast segment-focused product, service, or research updates to spark insightful conversations, or begin a one-on-one interaction.

All-round convenience

Secure Messenger offers low-threshold advisor access for an instantly positive client experience.

Integrated into your existing apps

Got your own? Give clients access to Secure Messenger on an app that they already know and love.

Out-of-the-box mobile apps for advisors

Equip your advisors with an easy-to-use brandable mobile app that offers an intuitive, in-app call or texting experience.

Embeddable UI

Gain complete control over the user interface to provide a secure messaging experience that is comfortable and convenient for clients to use.

Browse Unblu Spark’s full list of features at your own pace.

Conversational AI
Co-Browsing
Secure Messenger
Video & Voice
Interaction Management Hub

We work with the ecosystem

Centralized management with an out-of-the-box integration for Outlook Calendars and Teams.

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Link your Salesforce CRM to Unblu to see the full effect of your Co-Browsing capabilities.

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Simplify meeting organization with the pre-built MS booking integration. Customers pick a time when everyone is available, directly from your website.

Enhance your wealth and asset management services with Unblu’s products.

Combine the power of WD with your Unblu Conversational Engagement Platform.

Integrate Unblu into your Pershing solution for an advisory experience that excels.

The strictest security measures for complete peace of mind

Secured authentication

Ensure user authentication by leveraging your financial organization’s current KYC security protocols such as passwords or biometrics.

Native call solution

Retain full data control with no third party data processing for any elements of voice and video calls.

Communication recording

All interactions – whether texts, calls, or beyond – are recorded and stored to comply with industry regulations.

Data security standards

Data is safely stored and never shared with third parties to protect client privacy and streamline regulatory compliance.

Flexible deployment options

Whether on-premise or on the Unblu Financial Cloud, you can choose the data hosting location and stay compliant with the highest level of security standards.

Data Loss Prevention (DLP)

Intercept sensitive data such as credit card numbers to avoid transmission – or integrate with your existing DLP solution.

See in action

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