Solution introduction

Seamless, compliant conversations that build trust

Where personalised conversations meet regulatory peace of mind

Unblu’s Secure Messenger offers a compliant, always-on messaging channel embedded directly within e-banking and wealth apps. Advisers can maintain asynchronous conversations that take place over time, which eliminates the need for clients to repeat the context or switch between email threads. Advisers initiate proactive outreach or personalised broadcasts, while clients respond when convenient, mirroring the experience of popular messaging apps.

Clients can securely exchange sensitive documents, all of which are protected behind authenticated access areas. Advisers can also invite specialists, such as legal experts or back-office staff, to join the same conversation when needed – ensuring seamless collaboration with access to all necessary context. For HNWIs and next-gen investors accustomed to digital convenience, Secure Messenger delivers frictionless engagement that reinforces trust and drives loyalty.

 

Key Data

Type of Clients
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • Eastern Europe
  • North America
  • Western Europe

Secure Messaging

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