SECURE TEXT MESSAGING

Secure and convenient digital advice

A trusted advisor in your client’s pocket

Communicate on their terms

Secure Messenger empowers financial institutions to provide an enhanced messaging experience that can be embedded into any mobile or web-based application. It is convenient, secure, and compliant – with all interactions recorded in an encrypted environment.

Fully integrated

Integrated into the existing channels of the firm, leveraging their existing investments: portals and mobile apps.

Asynchronous exchange

Possible to exchange text messages, documents, files, and images. By nature, the conversation is asynchronous, and the parties will reply when possible.

Manage client expectations

Systems for immediate user feedback. Users see who is online or typing, and the advisor can change the status to manage client expectations properly.

Native notifications

Unblu also allows for native mobile and browser notifications for new messages.

Hidden participants and Internal Messages

Invite other people to join the conversation and support you in assisting your clients.

Security first

Single Sign On for easy access that’s fully secure.

Designate rules

Advisors can designate back-up representatives and rules for them to take over when they are not available to assist clients.

All conversations at a glance

Advisors have access to all their conversations on a single desktop application or via mobile app.

Internal and visitor invitations

Advisors can invite experts or teams into the client conversations to discuss specific topics.

Video & Voice

Escalate to a video call with one click. Provide the right advice at the right moment. Don’t have time for a call now? Schedule a meeting for later.

Collaboration capabilities

Explain complex topics with ease. Unblu offers the most complete set of collaboration capabilities: embedded, mobile and document Co-Browsing, whiteboarding, screensharing, and more.

Integrate with other systems

Unblu’s messaging solution can be integrated with other systems like CRMs, CBSs, bots, etc.

Grow assets under management
and build trust

Unblu unlocks more meaningful client-advisor interactions by giving advisors tools that foster trust and understanding by offering a superior service experience.

guide

Unblu for Wealth Management

Clients need to trust that their advisors are able to answer their questions in a timely manner and ensure access to relevant information when necessary.

Stay secure with compliant communications

Unblu makes advisors’ lives easier by streamlining record-keeping for digital communications. The Unblu platform complies with the highest information security standards, certified by ISO 27001 and SOC-2 Type 2 audited, so you and your clients can trust that sensitive data is never at risk.

More on Security & Compliance