
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.




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.

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

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.

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
Shift to a secure space
Move sensitive discussions from SMS or mobile app platforms like WhatsApp into Secure Messenger.

Integration









