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Secure and Efficient Communication in Financial Services

A cutting-edge messaging platform tailored to address the unique communication challenges faced by financial institutions. Explore how imBee can redefine your financial services communication and collaboration, empowering you to deliver exceptional client experiences and achieve operational excellence.
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Seamless and Secure Client Communication

Streamline client communication by consolidating multiple channels into one secure inbox. From real-time updates on account activities to personalized support, deliver seamless and secure communication that builds trust and strengthens client relationships.

Collaborative Teamwork and Compliance

Facilitate seamless collaboration among financial teams, enabling instant messaging, file sharing, and task assignment. With imBee, financial professionals can collaborate securely, ensuring compliance with industry regulations and providing efficient service to clients.

Secure Document Sharing and e-Signatures

Enable secure document sharing and e-signatures, simplifying the process of exchanging confidential financial documents with clients. Ensure efficient and secure document handling while maintaining compliance and streamlining workflows.

Real-Time Notifications and Alerts

Deliver real-time notifications and alerts to clients, keeping them informed about important updates, transactions, and account activities. Enhance customer engagement and provide timely information to improve client satisfaction.

Elevate the Communication in Financial Services

ISO 27001 Certification

imBee’s robust platform is ISO 27001 certified and is accompanied by regularly scheduled security assessments and penetration tests to ensure sensitive information is kept confidential.

Routing to Back-Up Agents

If an agent is unavailable, a back-up agent is ready to serve the customer without delay. There is no need for delays to compromise customer relationships.

Productivity Dashboard

The dashboard is the essential tool for managing productivity. Use it to view messages and data usage within the team.

Seamless CRM Integration

Integrate a two-way CRM sync up with Hubspot, Salesforce or Google to store customer information and preferences.

Customizable Templates

Create a customized broadcast with a WhatsApp approvedtemplate. The template can be edited for your next announcement and sent tomultiple clients at once.

Internal Team Chat

Bridge various internal departments to follow up on customer inquiries for smoother business communication efficiency.

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Supercharge your team's productivity by over 30% and take your business to new heights of success.

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