Secure Messenger

In-App Messaging for Financial Services

The secure and compliant communication channel that clients actually want.

Text-based conversations that are convenient, secure, and entirely natural

Securely exchange ideas, information, and documents to build stronger client relationships.

Safe and compliant communication

Easy exchange of ideas, information, and documents

Increase
client-advisor collaboration

Scale AUM
growth

Improve Client Advice

Discover how Unblu Spark can transform your digital service strategy! Download our Guide now to explore its key features and benefits.

Ongoing conversations

Clients can get access to dedicated, ongoing, and personalized advice or support after signing into a mobile platform, web portal, or other secure areas.

Integration-friendly setup

Leverage seamless integration capabilities to automate the contact creation process or trigger workflows with a digital banking solution or CRM system.

Cross-channel compliance

Continue the conversation on the client’s preferred channel without losing context or worrying about compliance regulations

Easy and secure doc exchange

Exchange documents in an easy and secure way and keep ongoing interactions in a single thread.

Personalized messages

Ensure clients have the most up-to- date knowledge, insights, and recommendations with tailored outbound and broadcast messaging capabilities that keep the client talking.

The first place you look

Not only are ongoing interactions stored in a single thread, but you can view all previously uploaded files in a centralized location.

All-round convenience and adoption

Secure Messenger offers low-threshold advisor access for an instantly positive client experience.

Integrated into your existing apps

Got your own? Give clients access to Secure Messenger on an app that they already know and love.

Out-of-the-box mobile apps for advisors

Equip your advisors with an easy-to-use brandable mobile app that offers an intuitive, in-app call or texting experience.

Inside your Ecosystem

With our out-of-the-box integrations, gain complete control over the user interface to provide a secure messaging experience that is comfortable and convenient for advisors and clients to use.