quora Communication Software & Solutions for Financial Institutions - Quickblox

Communication solutions designed for Finance and Banking

A reliable and secure communication platform for financial institutions the world over. Use QuickBlox APIs and SDKs to enhance communication and customer experience. Boost customer satisfaction and brand loyalty by engaging your customers with real time communication.

Why QuickBlox?

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Financial data security & privacy

Our secure GDPR/CPRA compliant financial solutions are specially designed to guarantee the highest standard of data protection across all devices. We work closely with your information security team and in accordance with international banking standards to provide communication solutions that guard against security and compliance breaches. Our solutions ensure that only the right people have access to sensitive data. All chats & media files are secure as QuickBlox supports HTTPS protocol with our API, as well as Secure XMPP, Secure Bosh, and Secure WebSockets and we provide data encryption.

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Know Your Customer

Adding communication features to your web and banking apps support mandatory KYC compliance. Use our real-time application solutions to add secure file-sharing, video calling and secure messaging to implement a variety of customer identity verification processes.

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Improved customer support

Engage and retain your customer base with a consumer-friendly online bank solution. Live chat enables you to provide real-time support, improving customer satisfaction and trust with your banking team. Secure messaging allows customers to return to conversations as and when they need. Voice and video calling personalizes their banking experience. Provide immediate support to facilitate smooth transactions saving you time and money. Support your wealth managers to deliver customer success to your most valuable clients.

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Customer data management with cloud or on-premise hosting

We deploy software directly into your own private cloud or data center granting you optimal control and security. Retrieve data any time you need without the risk of it being lost or compromised. QuickBlox empowers you to ensure that all internal and third-party data remains within your control.

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Enhance relations with your customers with a secure, feature-rich banking platform

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Real-time messaging

Live chat for banks and financial services means staying better connected with your customers.

  • Real‑time chat messaging
  • Live and offline messages
  • Message delivery status and typing indicator
  • User presence
  • Push and in‑app notifications (e.g. transactions, payment reminders)
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Audio & video call

Take advantage of audio and video calling solutions to create a more personalized experience for your banking clients.

  • 1:1 audio and video calls
  • Group audio and video calls (up to 4 users)
  • Recordable group conference calls
  • Screen sharing features
  • Video-streaming
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Chat features

Embed chat messaging into your cross‑platform finance solution to enhance communication and improve client satisfaction.

  • 1-1 private chat
  • Group chat
  • Public chat
  • File sharing — any type of file including voice & video messages (e.g. bank statement, transaction notification, signed document)
  • Dynamic messaging — add embeddable links and buttons
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User management

Use communication finance APIs for user management to enhance contact between financial institutions and their customers.

  • Detect and ban fraudulent users
  • Prevent unauthorized access to customer’s financial data
  • Facilitate communication between customers and financial specialists
  • Share financial documents via secure channels
  • Link credit history and other data to user‑profiles

Ready to get started?

Book a free call with us to discuss which plan best suits your company’s needs


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FAQ: Finance & Banking

What is KYC (Know Your Customer)?

KYC is a mandatory process in place within investment and financial services to verify customer identity and their suitability for engaging in a business relationship.

How Does QuickBlox software support KYC requirements?

Quickblox chat API and video and chat SDKs enable real-time communication features to be easily integrated into any banking app. These features can be utilized in several ways to facilitate KYC requirements: e.g. 1-to-1 video chat to verify user identity, file sharing to enable customers to send documentation directly to the bank, within the bank’s own banking app, and live chat to facilitate easy direct real time communication.

How secure is QuickBlox software for financial institutions?

QuickBlox uses standard security protocol to ensure that customer communication remains secure both in transit and at rest. We configure the installation of our software within your hosting environment to maximise security. Plus we offer a range of security enhancements as software add-ons. Speak to one of our consultants now to learn more and check out our case study blog below where we detail how we supported the security needs of a large financial institution.

What if I need to host my financial institution’s software on premises?

No problem. QuickBlox offers a range of hosting options including in your own cloud account or on premises . Check out our blog below where we describe an on premises installation for a large bank. Speak to one of our consultants now to learn more about on-premises hosting.

How do I integrate QuickBlox live chat into my banking App?

Quickblox chat functionality is available via ready-to-use robust SDKs and APIs. We provide rich documentation and code samples to guide you through the process, plus our subscription plans include technical support hours each month. We also have a dedicated Professional Services Team on hand should you require further help with integration and customization. At QuickBlox, we’ve got you covered!

Is QuickBlox video conferencing solution secure and recordable?

Our video conferencing solution is built on WebRTC which guarantees high quality low latency video calls for multiple participants. WebRTC supports data encryption and we offer video recording. Your banking calls remain secure and saved. Also please check out our ready solution Q-Consultation — which can be easily customized for a finance use case. Your clients can access a virtual waiting room with live chat until you are ready to meet them for a confidential recordable teleconsultation session.

Speak to one of our consultants to learn more now.

Additional Resources

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