Secure Messenger
Client-advisor conversations without limits
Asynchronous, secure messaging for seamless client engagement – anytime, anywhere.
Secure, always-on interactions
Enable continuous, authenticated communication with full context across devices.
Ongoing conversations
Keep conversations open and accessible over time, allowing clients and advisors to pick up where they left off without disruption.
Authenticated clients
Gain full context of each client with verified authentication, ensuring access to conversation history and relevant insights.
Cross-device continuity
Whether on a mobile app or website, clients and advisors can easily continue conversations across various touchpoints.
Flexible engagement options & channels
Expand communication reach with broadcasting, outbound messaging, and integrations.
Broadcasting
Send messages to customer segments or selected individuals, sharing product updates and sparking insightful conversations.
Outbound messaging
Reach customers proactively with follow ups, call-back requests, and personalized outreach.
Breakout conversations
Start new message threads, similar to email, allowing relevant stakeholders to be included as needed.
Seamless transition from non-secured channels
Guide sensitive customer journeys from non-secured channels into an authenticated Secure Messenger conversation for privacy and compliance.
Third-party connectors
Standard connectors for WhatsApp and SMS empower clients to communicate on the channel they prefer.
Advanced messaging capabilities
Enhance communication with complete control thanks to interactive, feature-rich messaging tools.
Interactive chat tools
Improve clarity and engagement with a rich text editor, spell check, threaded replies, and message reactions.
Secure file sharing
Share or exchange documents, files, or images in a fully protected environment.
Voice message
Allow clients to send voice messages when typing isn’t convenient – mirroring the experience of popular messaging apps.
Enhanced engagement
Seamlessly transition between asynchronous or instant messaging, voice calls, video calls, and collaboration tools.
Instant chat-to-call transitions
Switch from chat to Video & Voice with a single click for a more personal and efficient engagement.
The most complete suite of collaboration capabilities
Strengthen engagement with built-in Document Collaboration, Co-Apping, Co-Browsing, Whiteboarding, and more.
AI-powered assistance
Enhance advisor efficiency with AI-driven insights and automated workflows.
Bot Sidekick
Task delegation
Automate routine processes – such as document handling, appointment scheduling, or compliance checks – so advisors can focus on high-value interactions.
Compliance at the core
Minimize security risks while ensuring user privacy and regulatory compliance with every interaction.
Message and file interceptor
Integrate with external 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
Make Live Chat fully accessible for all users, and be compliant with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards.
Customer identification
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk.
Integration
Deliver intelligent, always-available support across multiple channels.
How is Unblu different
Feature/criteria
Unblu
Secure Messenger
Generic messaging apps (WhatsApp, Signal, Facebook Messenger, etc.)
Data compliance (GDPR, FINRA, MiFID II, HIPAA, etc.)
Fully compliant with financial regulations; 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
Which messaging app is most secure?
The “most secure” software depends on your needs. Consumer apps like Signal and WhatsApp provide strong encryption, but they aren’t built for enterprise compliance. Unblu Secure Messenger combines end-to-end encryption with enterprise-grade controls, compliance with regulations (GDPR, MiFID II, FINRA, HIPAA), and full auditability, making it more secure in a regulated business environment.
How does secure messaging work?
Unblu Secure Messenger uses strong end-to-end encryption. Unlike consumer apps, enterprises can manage encryption keys and control data hosting, ensuring compliance and data sovereignty.
How does Signal/WhatsApp compare with Secure Messenger?
WhatsApp and Signal are great for private communication but aren’t designed for regulated industries. Unblu adds enterprise compliance, archiving, white-label branding, workflow integration, and customer engagement tools like Co-Apping that consumer messengers do not provide.
Can Unblu Messenger integrate with our CRM or core banking system?
Yes. Unblu is designed to integrate seamlessly with enterprise systems such as CRM platforms, contact centers, and core banking applications.
