Secure way to connect customers and personal bankers

Better relationship banking starts with better communication. Connect customers with the personal bank managers they trust–on a platform you can trust.

Get a demo
Banks that trust Hubtype to transform their customer experiences:

Personal banking thrives on 1:1 communication. Staff and customers prefer messaging apps, but they do come with limitations:


Bank managers using messaging on their personal devices may inadvertently expose customer data to security risks.


Banks lose conversation insights and history. They also struggle with measuring customer satisfaction.


Personal messaging can lead to manual processes, information silos, and ineffective team collaboration.

How Hubtype helps

Mitigate Risks

Personal bank managers access Hubtype through a separate application with secure login authentication.

Unified Insights

Hubtype centralizes customer data, tracks interactions, and provides a holistic view of customer interactions.

Efficiency Gains

With Hubtype, you can automate conversations, manage office hours, and get the insights you need to scale.

Create more moments that matter

1:1 communication with customers’ preferred bankers means more opportunities to add value along the customer journey.

Boost Customer LTV

Build connections that lead to upsells and higher customer lifetime value (CLTV).

Improve satisfaction

Let customers talk to your bankers the way they prefer - asynchronously and on the channels they love.

Build trust

A dedicated personal banker who can provide expert advice and assistance, building trust and credibility with clients.

Unlock messaging at scale with Hubtype


Gather context before handing the customer off to the banker

Automated flows help capture basic information so your personal bankers get a head start on conversations.

Mobile and desktop app

Access Hubtype from anywhere

Use the app on personal mobile devices, computers, or business devices. However you access the app, you can be sure conversations are encrypted and GDPR-compliant.


Prioritize conversations based on wait times

Hit your response time targets with performance metrics directly in the app. See which customers have been waiting and for how long.

Roles and permissions

Stay in control of customer communication

Admins can manage access to customers and reassign them if a personal banking assistant is not available.

Out-of-office notifications

Set office hours and holiday schedules

Employees can configure their office hours in the app. If they’re unavailable, customers are informed of their personal banker’s return date and have the option to speak to someone else.


Get actionable metrics for team improvement

Measure key customer satisfaction metrics and identify opportunities for improvement.

How it works

Advisors simply download the app to their personal devices, and customers can reach them on messaging apps they already use and love — like WhatsApp, Facebook Messenger, and Telegram.


Personal bankers download the Hubtype app to their own personal or business devices


They access business conversations through a secure login.


Customers initiate conversations and are routed to their trusted banker.


Personal bankers receive customers’ messages directly on the Hubtype platform.

Reasons why financial institutions choose Hubtype:

Next-gen interfaces

Hubtype uses webviews, buttons, rich media, and other feature-rich elements to build experiences that go beyond text-only chatbots. Create intuitive experiences for shorter resolution times.


We know that new solutions require flexibility. We take the time to carefully go through your bank’s validation process, developing proof of concepts along the way. We also collaborate on security and penetration tests.

Expert support

Our customers value our ability to add world-leading conversational expertise to their projects. From project managers to NLP engineers, we have the skills to bring your project to market quickly and cost-effectively.

GDPR compliance

Partnering with Hubtype helps our clients save time, minimize data breaches, and avoid penalties. GDPR is the strongest global data protection regulation, ensuring that companies meet local requirements regardless of the laws they operate under.

Official Business Solution Provider

Hubtype was one of the first companies to qualify as an official WhatsApp Business Solution Provider. Since then, we’ve helped insurers navigate WhatsApp's changing business policies, service features, and offerings. We’ve also been building experiences on channels like Facebook Messenger, Instagram, Telegram, and Viber, so we know exactly which tools are best to get the conversation going.

human agents

See more use cases in action:

Block lost or stolen cards
Learn more
Onboard new customers
Learn more
Help customers make payments
Learn more
Leverage ChatGPT
Learn more

Secure with ISO Certification

At Hubtype, security is not just a buzzword, it's at the heart of everything we do. We are proud to announce that Hubtype has been awarded the prestigious ISO/IEC 27001:2013 certification.

This certification stands as a testament to our unwavering dedication to ensuring the highest level of security for our clients. We continue to uphold our commitment to providing a secure environment for seamless and confidential interactions.

View ISO Certificate

Stay in touch

Subscribe to our newsletter for monthly insights to your inbox, or Follow us on LinkedIn, where we’re always sharing cool stuff.

Get in touch