Interaction Management Hub
Conversational AI
Secure Messenger
Video & Voice
Co-Browsing
Co-Apping
Document Collaboration
Cast
The art of authentic relationships
Exchange ideas, information, and documents – while guaranteeing client authentication, data security, and regulatory compliance.
Request a demoLet the conversation flow
Convenient, compliant messaging to increase client-advisor interactions
Cross-channel compliance
Continue the conversation on the client’s preferred channel without losing context or worrying about regulatory requirements.
Personalized, ongoing conversations
Begin and maintain natural conversations with a secure messaging solution that’s built for financial advisor needs.
Client first. Mobile a close second.
Respond to client preferences with a mobile-first experience, even behind secured and authenticated areas.
How do we do it?
Client relationship management suite
A centralized platform to reduce advisor stress and maximize core activities
Context is key
Full client information at a glance – client segment, contact details, and previous client interactions.
Define and refine
Label client segments to offer each individual client a more tailored and personalized client experience.
Make the first move
Broadcast segment-focused product, service, or research updates to spark insightful conversations, or begin a one-on-one interaction.
Bring into the loop
Bridge the front and back office by bringing together the right teams in a unified conversation.
AI Co-pilot
The most relevant knowledge at your advisors’ fingertips regardless of the channel.
How do we do it?
Tête-à-tête at a distance
Meaningful client communication with an in-person experience (that’s actually digital)
Flexible calling options
Video & Voice for an authentic experience that improves client satisfaction.
Collaborate and close
A robust, secure remote collaboration experience – including digital signature capabilities.
How do we do it?
Protect and serve
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.
Full feature list
Browse Unblu Spark’s full list of client engagement tools at your own pace.
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in action
