Secure Messenger
Client-advisor conversations without limits
Unblu Secure Messenger is confidential, secure messaging software for wealth advisors – built for asynchronous client conversations, anytime, anywhere.
See Secure Messenger in action
Maintain ongoing client access
Give clients and advisors a channel that never resets, so every conversation continues exactly where it left off.
Persistent conversation threads
Allow clients and advisors to pick up exactly where they left off, ensuring meaningful dialogue continues without the pressure of a live session.
Verified identity protection
Require portal-based authentication or SSO for every secure message, protecting sensitive data and ensuring full compliance.
Seamless multi-device journeys
Switch between mobile and desktop without losing context, for a truly frictionless experience.
Expand proactive reach
Drive engagement and revenue with targeted, secure outreach that unifies messaging across every client touchpoint.
Targeted mass communication
Send product updates or insights to specific client segments, sparking dialogue with multiple clients at once.
Proactive advisor outreach
Initiate high-value conversations and share critical updates directly, without waiting for the client to reach out.
Private advisory breakouts
Pivot from group broadcasts to secure, one-on-one threads for tailored, high-touch advice.
Secure channel migration
Move conversations from risky public apps like WhatsApp to a compliant, branded environment with a simple, secure invitation link.
Enrich every digital interaction
Enable meaningful, high-control communication with feature-rich tools that ensure every digital touchpoint feels professional and personal.
Intuitive interaction tools
Ensure clarity and professional polish with rich text, threaded replies, and reactions that make complex dialogue easy to follow.
Compliant document sharing
Exchange files securely in the chat thread, maintaining a complete, audit-ready record of every interaction.
Expressive voice messaging
Give clients a personal way to share nuanced information through voice notes, ideal for communicating on the move.
Forbidding WhatsApp is mission impossible
“Unblu Secure Messenger helps us provide our clients with a 100% premium experience. Unblu is a gamechanger.”
Synchronize the client journey
Eliminate friction by transitioning between messaging, voice, and video calls instantly, for a fluid journey in one secure environment.
Immediate Video & Voice escalation
Move from a text thread to a secure video and voice chat with a single click, minimizing client effort.
Comprehensive collaboration tools
Add Co-Browsing or Document Collaboration to any secure messaging thread to solve complex problems in real time.
Third-party connectors
Connect via standard WhatsApp and SMS connectors, giving clients the option to communicate on the channel they already prefer.
Intelligent advisor support
Scale advisory impact with AI-driven insights that automate routine tasks, freeing advisors for high-value client relationships.
Intelligent real-time suggestions
Generative AI suggestions help advisors respond faster with context-aware, accurate replies inside Secure Messenger.
Automated administrative relief
Delegate routine administrative tasks to AI, keeping advisor focus on delivering premium, personalized service.
Put your brand in your advisors' hands
Give advisors a dedicated mobile app, published under your own brand, with bank-grade security built in from day one.
A fully branded experience
Launch a white-label iOS and Android app tailored to your corporate identity – logos, icons, fonts, and colors – without the cost and complexity of a custom build.
Complete engagement on the go
Keep advisors responsive anywhere with secure messaging, Video & Voice, Document Collaboration, and native push notifications in a single mobile workspace.
Bank-grade mobile security
Protect every interaction with an integrity module aligned to the OWASP Mobile Application Security Verification Standard (MASVS), including device binding, jailbreak detection, and screen-capture blocking, with no third-party SDKs to license.
Frictionless, secure access
Verify advisors with two-factor authentication, biometric unlock, and Microsoft or OpenID Connect single sign-on (SSO), with a device dashboard for full visibility and remote logout.
Security and compliance at the core
Minimize security risks while ensuring user privacy and regulatory compliance with every interaction.
Message and file interceptor
Integrate with external data loss prevention (DLP) applications to detect and prevent sensitive or restricted content before it enters the chat.
Secured access control
Granular permissions ensure compliance by restricting access based on role and conversation sensitivity.
Industry standard accessibility
Meet Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards for full accessibility
Customer identification
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk.
How is Unblu different
Feature/criteria
Unblu
Secure Messenger
Generic messaging apps (WhatsApp, Signal, Facebook Messenger, etc.)
Data compliance (GDPR, FINMA, MiFID II, HIPAA, etc.)
Fully compliant with GDPR, FINMA, FINRA, and MiFID II; audit-ready
Not designed for enterprise compliance; limited logging or auditing
Data ownership & hosting
Hosted in secure, enterprise-grade environments; banks keep data ownership
Data controlled by third-party providers; limited control
Archiving
& audit grails
Full message archiving, audit logs
No native archiving; third-party tools required
Encryption
End-to-end encryption + enterprise key management
End-to-end encryption (Signal/WhatsApp);
not enterprise-controlled
Integration with enterprise systems (CRM, core banking, contact center)
Native integration with banking workflows
No native integration; APIs limited or unavailable
Integration with popular messaging apps
Allows for the use of popular apps (i.e. WhatsApp, Signal, etc.) with full Secure Messenger benefits
N/A
User authentication
Secure SSO from banking portal/online banking
Relies on phone numbers or social accounts
White-label & Branding
Fully customizable, white-label for financial institutions
No customization beyond profile picture + basic information
Support for regulated Industries
Built for banking, insurance
Not certified for regulated industries
Message retention policies
Configurable by enterprise for compliance
Limited or no retention controls
Customer engagement features
Co-Apping/Co-Browsing/ Document Collaboration, secure file sharing, escalation to Video & Voice
Basic file sharing, no Co-Apping/ Document Collaboration or advanced engagement
Availability across devices
Built for desktop and mobile collaboration
Not built for collaboration purposes
Unblu Secure Messenger
Data compliance (GDPR, FINRA, MiFID II, HIPAA, etc.)
Fully compliant with financial regulations; audit-ready
Data ownership & hosting
Hosted in secure, enterprise-grade environments; banks keep data ownership
Archiving& audit grails
Full message archiving, audit logs
Encryption
End-to-end encryption + enterprise key management
Integration with enterprise systems (CRM, core banking, contact center)
Native integration with banking workflows
Integration with popular messaging apps
Allows for the use of popular apps (i.e. WhatsApp, Signal, etc.) with full Secure Messenger benefits
User authentication
Secure SSO from banking portal/online banking
White-label & Branding
Fully customizable, white-label for financial institutions
Support for regulated Industries
Built for banking, insurance
Message retention policies
Configurable by enterprise for compliance
Customer engagement features
Co-Apping/Co-Browsing/ Document Collaboration, secure file sharing, escalation to Video & Voice
Availability across devices
Built for desktop and mobile collaboration
Generic messaging apps (WhatsApp, Signal, Facebook Messenger, etc.)
Data compliance (GDPR, FINRA, MiFID II, HIPAA, etc.)
Not designed for enterprise compliance; limited logging or auditing
Data ownership & hosting
Data controlled by third-party providers; limited control
Archiving& audit grails
No native archiving; third-party tools required
Encryption
End-to-end encryption (Signal/WhatsApp);
not enterprise-controlled
Integration with enterprise systems (CRM, core banking, contact center)
No native integration; APIs limited or unavailable
Integration with popular messaging apps
N/A
User authentication
Relies on phone numbers or social accounts
White-label & Branding
No customization beyond profile picture + basic information
Support for regulated Industries
Not certified for regulated industries
Message retention policies
Limited or no retention controls
Customer engagement features
Basic file sharing, no Co-Apping/ Document Collaboration or advanced engagement
Availability across devices
Not built for collaboration purposes
Frequently asked questions
How can businesses implement secure messaging software to protect sensitive communications?
Implementation typically starts by embedding secure messaging directly inside an existing customer channel rather than launching a separate app. Unblu Secure Messenger integrates via REST and JavaScript APIs into e-banking portals and mobile apps, and connects natively with core banking and CRM systems including Avaloq, Backbase, Objectway, Wealth Dynamix, Broadridge, and BNY Pershing. Businesses can also layer in external DLP integration for content scanning, granular role-based access controls, and configurable retention policies, so every message stays inside the compliance perimeter from day one, whether deployed in the cloud, on Unblu's Swiss sovereign cloud, or on-premise.
How can I choose the best secure messaging software for my needs?
The right choice depends on the audience. For personal use, encryption strength and price are usually enough. For banks, wealth managers, and insurers, the real evaluation criteria are compliance (GDPR, FINMA, FINRA, MiFID II, HIPAA), data ownership and hosting, native integration with core banking and CRM systems such as Avaloq, Backbase, and BNY Pershing, and full audit trails. Unblu Secure Messenger is built against this second set of criteria, not the consumer feature set.
What encryption methods does secure messaging software use?
Most secure messaging software, including consumer apps, relies on end-to-end encryption so only the sender and recipient can read a message. Unblu Secure Messenger uses this same approach but adds enterprise key management, meaning the bank, not a third-party provider, controls how encryption keys are issued and stored — a distinction that matters for institutions with data-sovereignty requirements.
What is the most secure messaging platform?
For enterprise and financial-services use, "most secure" depends on more than encryption strength. Consumer apps such as Signal and WhatsApp provide strong end-to-end encryption but offer banks no data ownership, no native archiving, and no compliance controls. Unblu Secure Messenger combines end-to-end encryption with enterprise key management, full message archiving, and compliance with GDPR, FINMA, FINRA, and MiFID II, making it the stronger choice for regulated institutions that need both security and auditability.
What is secure messaging software and how does it work?
Secure messaging software encrypts conversations and controls who can access, store, and audit that data. Unblu Secure Messenger extends this for financial services: end-to-end encryption, portal-based authentication, and a persistent audit-ready record, embedded directly inside the bank's own e-banking portal or mobile app rather than a third-party service.
