Messaging

Client-advisor conversations take many forms

Enjoy a complete suite of secure, omnichannel messaging solutions – live, asynchronous, and integrated.

A unified experience across every digital channel

Empower customers to engage on their terms while ensuring security, compliance, and efficiency.

Instant and ongoing conversations

Boost customer satisfaction with real-time engagement through Live Chat, ongoing advisory communication via Secure Messenger, or reach out on popular channels like WhatsApp & SMS.

Transition to more effective channels

Effortlessly move conversations from SMS or WhatsApp to Secure Messenger when discussing sensitive or confidential information.

Single interface for agents and advisors

Consolidate all customer interactions into one single platform to ensure full conversation history, compliance, and personalized service.

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Real-time engagement with Live Chat

Fast, efficient customer interactions that drive immediate resolutions.

AI-Powered assistance

Enhance interactions with individual customer-facing AI for instant self-service and smart routing, while equipping agents with AI-driven insights for faster, more accurate responses.

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Smooth transition to human support

Switch conversations from the bot to human agents when deeper expertise is needed, ensuring a smooth and personalized experience.

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Advanced features

Enable a wide range of secure file sharing, along with voice messages, translations, and interactive chat tools.

Secure, ongoing conversations with Secure Messenger

Compliant messaging app for advisory services and long-term engagement.

Asynchronous messaging

Keep conversations open and accessible for advisors and clients over time with an omnichannel platform that stores your conversation history.

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End-to-end security & compliance

Ensure encrypted, authenticated interactions that meet financial regulations. Build customer relationships with a consistent experience.

Outbound & proactive engagement

Initiate meaningful conversations with product insights, updates, and support.

Engage customers on their preferred channels with Third-Party Connectors

Indulge customer preferences and meet your clients where they are – WhatsApp, SMS, and beyond.

Unified messaging channels

Centralize WhatsApp, SMS, and other third-party platforms within Unblu.

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Shift to a secure space

Move sensitive discussions from SMS or mobile app platforms like WhatsApp into Secure Messenger.

Integration