Secure Text Messaging
A trusted advisor in your customer's pocket
Secure text messaging is designed for complex financial product discussions and situations when the customer has a dedicated advisor.
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Communicate on their terms
Asynchronous Messaging lets customers communicate with their relationship manager when it suits them, making it a lot simpler to interact. Provide a WhatsApp like experience whilst keeping control over the storage of the conversations.
Look out for their interests
Instigate and facilitate more conversations based on their personal interests and build rapport. Unblu’s Secure Text Messaging solution delivers relevant interactions between financial institutions and their clients.
Power up your conversations
Agent's view
Embedded Co-Browsing
Turn self service browsing efforts into a collaborative experience. During a conversation, advisors can use existing websites and documents together with their clients.
Agent's view
Universal Co-Browsing
An extra layer of flexibility, Universal Co-Browsing enables participants to navigate to anywhere on the web together.
Agent's view
Document Co-Browsing
Share documents to guide customers through complex products or proposals, filling out forms or signing contracts together. Everything within the context of your conversation.
Agent's view
Video & Voice
If you want to discuss face to face, you can always start a video or voice call straight from within the conversation.
Unblu Secure Messenger integrates into third-party messaging solution
Because life can be complex, the text messaging solution you implement should have the ability to connect with customers via their favorite social messaging applications like WhatsApp or Facebook Messenger. We make it possible with our connectors and external messaging APIs.
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Secure Messenger: build trust in Wealth management
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Cloud or on-premises
We support both deployment models. Our financial cloud is fully ISO 27001: 2013 certified and it is compliant with the FINMA Guidelines of Circular 2008/7 and of the SFBC Circular 2005/2 No. 87.
Single sign-on (SSO) for web and mobile
Unblu uses existing authentication mechanisms already in place in the on-premises infrastructure of the institution.
SSL encryption
All Unblu communication is secured through SSL. On-premises, Unblu is architected to leverage existing security infrastructure (WAFs, Reverse Proxies, authentication, authorization) and functions behind the SSL termination of an e-banking environment.
Secure archiving
Interaction logs along with any message data (text, media, files) of every conversation is stored in the system. Standard APIs expose the information for downstream processing and archiving.
Video and voice recording
Audio and video conversations are an integrated feature of Unblu. They are conducted through built-in Browser Capability leveraging WebRTC. Video sessions are encrypted end to end and can be recorded. Recordings can be encrypted using a public/private key pair.
Discover Unblu’s Conversational Platform for Financial Services today
Request a demoFact Sheet
Download the Secure Messenger Product Guide