Solution Information from Unblu

Unblu suite: advisory use case

Discover how banks can keep customer conversations open, interesting and relevant

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The conversational platform for financial services

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Unblu Conversational Platform

The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. By striking a balance between convenience and compliance, Unblu offers a secure and efficient solution for enhanced interaction and collaboration that is embedded into existing channels like a client portal or...

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by Unblu
| 28/03/2018 12:00:00

If you’re looking for an engaging and efficient way of staying in touch with your clients, check out unblu’s Secure Messenger. It’s is the ideal channel for keeping the conversation going, in a 100% secure environment.

This infographic illustrates the convenience and efficiency of a conversation between a client and their relationship manager using Messenger. Neither of them need to be available for the exchange to take place - just like a WhatsApp chat. The difference is this exchange takes place in an appropriate environment with 100% security, and with every exchange archived for compliance requirements.

Find out more about how Secure Messenger fulfills all of your compliance reporting requirements while providing the kind of interaction your customer wants.

Please click on the image below to access and download the full report.