Text-based conversations that are convenient, secure, and entirely natural
Efficient, personalized advice
Personalized, 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.
If needed, clients can open different threads with different advisors – mirroring the WhatsApp messaging experience.
Keep ongoing interactions in a single thread or simply leave a message using asynchronous messaging.
Fully integrated into your mobile apps
Put your advisor in your clients’ pockets with secure and compliant in-app calls or text messaging that maximizes quality interaction.
Out-of-the-box mobile app for advisors
Equip your advisors with an easy-to-use brandable mobile app that offers an intuitive, in-app call or texting experience.
Mirror client preferences
Talk to clients in the way they prefer with a secure messaging app that provides an easy and natural conversational experience.
Experience next-level communication
Always in the loop
Keep the client in the loop with immediate feedback systems and leverage deputy delegation when the advisor is not available.
Invite experts or teams to take part in specific conversations that require added insights or expertise.
Gain complete control over the user interface to provide a secure messaging experience that is comfortable and convenient for clients to use.
Integrate Unblu with other platforms such as CRM or e-signature solutions, enabling clients and advisors to trigger workflows or other actions.
Balance between automation
Security and compliance guaranteed
Data security standards
Data is safely stored and never shared with third parties to protect client privacy and streamline regulatory compliance.
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.
Data Leakage Prevention (DLP)
Intercept sensitive data such as credit card numbers to avoid transmission – or integrate with your existing DLP solution.
Flexible recording options
All interactions – whether texts, calls, or beyond – are recorded and stored to comply with industry regulations.
Cloud or On-prem
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.
Achieve centralized management and administrative harmony for your advisors with an out-of-the-box integration for Outlook Calendars and Teams.
Link your Salesforce CRM to Unblu to see the full effect of your Co-Browsing capabilities.
Enhance your wealth and asset management services with Unblu’s products.
Combine the power of WD with your Unblu Conversational Engagement Platform.
Simplify meeting organization with the pre-built MS booking integration. Customers pick a time when everyone is available, directly from your website.
Integrate Unblu into your Pershing solution for an advisory experience that excels.