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.
Keep conversations open and accessible over time, allowing clients and advisors to pick up where they left off without disruption.
Gain full context of each client with verified authentication, ensuring access to conversation history and relevant insights.
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.
Send messages to customer segments or selected individuals, sharing product updates and sparking insightful conversations.
Reach customers proactively with follow ups, call-back requests, and personalized outreach.
Start new message threads, similar to email, allowing relevant stakeholders to be included as needed.
Guide sensitive customer journeys from non-secured channels into an authenticated Secure Messenger conversation for privacy and compliance.
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.
Improve clarity and engagement with a rich text editor, spell check, threaded replies, and message reactions.
Share or exchange documents, files, or images in a fully protected environment.
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.
Switch from chat to Video & Voice with a single click for a more personal and efficient engagement.
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.
Empower advisors with Gen AI, delivering precise, context-aware suggestions in real time.
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.
Integrate with external DLP applications to detect and prevent sensitive or restricted content before it enters the chat.
Granular permissions ensure compliance by restricting access based on role and conversation sensitivity.
Make Live Chat fully accessible for all users, and be compliant with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards.
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk.
Integrations
Deliver intelligent, always-available support across multiple channels.
