Unblu
HQ Address
Gartenstrasse 143, 4052 Basel, Switzerland
Website Address
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Business introduction
The Digital Client Interaction Platform for Financial Services
Helping financial organisations connect with clients in a compliant, authentic, and meaningful way
Founded in 2008, Unblu’s flagship offering is a Digital Client Interaction Platform that was named “best fit for financial services institutions” by Forrester.
Unblu has been part of Swiss Post Ltd since 2022, and empowers over 170+ customers to provide a first-class digital client experience that reflects their overall traditional service level.
The mix of advanced AI capabilities and collaborative digital tools empowers RMs and wealth advisers to exchange ideas, information, and documents, without compromising security.
Unblu has been proven to help organisations scale their AUM growth by increasing client-adviser collaboration and minimising advisers’ non-core activities.
| Secure Messenger I AI-Powered Workbench I Video & Voice I Co-Browsing I Screen Sharing I Document Sharing, and more.
Drive AUM growth with Unblu
14/07/2025
Increase front office productivity with Unblu
15/07/2025
Unblu for wealth management
25/06/2025
Unblu for improved client satisfaction
24/06/2025
The advisers of the future
05/12/2024
The present and future of Unblu
02/12/2024
Business Overview
Unblu helps leading private banks and wealth management firms to provide a first-class digital client experience that reflects the excellence of their traditional service level.
Inappropriate communication channels are putting organisations at risk, frustrating clients and advisers while leading to stagnated AUM growth. Unblu understands the challenges wealth firms face in adapting to change, meeting strict compliance standards, and delivering meaningful, personalised client engagement.
With Unblu, private banks and WM firms can increase front-office productivity by 25%, spend 5-10% more time with clients, and improve your book of business through positive, AI-driven client experiences.
Customers
We have helped over 170 organizations become the trusted financial partner in the lives of their customers.
Partners
Unblu works with the tools wealth advisors and RMs already use, empowering them with AI-powered conversational tools that fit into their current processes.
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In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall interviewed Luc Haldimann, CEO of Switzerland-headquartered Unblu. They focused on understanding first of all (and in...
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In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Luc Haldimann, CEO, and Jens Rabe, COO, from Basel, Switzerland-headquartered Unblu. Through the...
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EGK-Gesundheitskasse selects Unblu for enhancing online customer advice
11th June 2020
Laufen, June 2020. Unblu has been selected by EGK-Gesundheitskasse as the conversational platform provider for enhancing online customer advice. Thanks to the Unblu technology, implemented in 2019, EGK customers can talk and...
How to convert your bank's website prospects with Unblu co-browsing
Client Communications & Reporting Client Engagement & Management
11th June 2020
Financial institutions invest a lot of money in attracting traffic to their online channels. Yet attracting customers isn’t the end of the story. One problem with digital banking is that...
Banca dello Stato implements Unblu Live Chat solution
3rd June 2020
Banca dello Stato is one of the 24 cantonal banks of Switzerland. Founded in 1915, Banca dello Stato has 20 branches across the Ticino region with 408 employees. In a firm...
Customer service communication tips for financial services
Client Communications & Reporting Client Engagement & Management
26th May 2020
A world-class customer service can make or break digital banking. Prioritizing exceptional customer support is essential to increasing conversions and boosting sales. Good customer service delivers a personalized experience that makes...
What are chatbots used for? 7 examples in everyday life
Client Engagement & Management Digital Platforms & Tools
4th May 2020
We are entering the age of automation and, in banking, the rise of artificial intelligence is already evident in the form of chatbots. These AI-powered interfaces are able to stimulate...
Video calls and chats bring savers and investors closer to Renta 4 Banco's network of advisors
27th April 2020
Continuing with its performance in the digitalization of services, Renta 4 Banco takes another step forward. To make the relationship with savers and investors more accessible and closer, it has...
Digital banking transformation in the times of COVID-19
Client Engagement & Management Digital Platforms & Tools
23rd April 2020
When done best, digital transformation doesn’t represent a total departure from physical interaction but rather an extension of real-world exchange, enhancing face-to-face conversation. At times when physical interaction becomes difficult...
Is an isolated video conferencing solution a false economy?
Client Engagement & Management Digital Platforms & Tools
9th April 2020
Video conferencing solutions may present an enticing 'quick fix' for organizations at this time but are they really adding the value that clients seek and the businesses themselves require? For...
Co-browsing and security: what financial services need to know
Cyber & Network Security Digital Platforms & Tools
16th March 2020
Co-browsing allows banks to offer advice remotely to customers. Advisors can join customers in their browsing sessions in real time. Together, they can browse the web, applications, or documents, and...
What is a digital bank: trends and tools for 2020
Client Engagement & Management Digital Platforms & Tools
9th March 2020
Today’s consumer expects efficiency and convenience. Banks need to adapt, stepping up and offering them a streamlined online experience. Going digital improves conversion rates and response times and reduces support...
7 customer service trends in digital banking
Client Engagement & Management Digital Platforms & Tools
24th February 2020
Consumer demands have evolved in recent years. Today, the customer wants convenience, speed, and efficiency - and digital channels can fulfill this demand. Chatbots are just one example. 43% of...
What are the best use cases for chatbots in banking?
Client Engagement & Management Digital Platforms & Tools
17th February 2020
The boom in automatic solutions shows no sign of stopping and artificial intelligence is beginning to play an increasingly important role in banking customer service. One example is the rise...
Unblu at Finovate 2020 in Berlin
Client Engagement & Management
10th February 2020
The Swiss software company Unblu, a leader in supporting client-advisor conversations, will introduce their latest product offering at Finovate Berlin on the 12th of February. Unblu Conversational Platform allows banks...
Co-browsing best practices to improve customer experience
Client Engagement & Management Digital Platforms & Tools
10th February 2020
Today’s customers prioritize convenience and ease. This is why they want to conduct banking operations digitally. But while they value online solutions, they’re not yet ready to say goodbye to...
WealthTech Views: Looking into 2020 with Unblu
Client Engagement & Management Digital Platforms & Tools
24th January 2020
Digital innovation brings with it the ability to self-serve and become more independent of the financial advisor, according to Jens Rabe, COO at Unblu. But customers don’t want to feel...
How do chatbots work in financial services
Client Engagement & Management Digital Platforms & Tools
17th January 2020
Chatbots are just one way artificial intelligence is becoming mainstream. In banks, customer service departments can use them for a faster and more efficient experience. Chatbots free up advisors; 64%...
Digitization in banking: Why are digital banking services needed?
Client Engagement & Management Digital Platforms & Tools
10th January 2020
As banks transition to provide a digital banking experience, it’s important to remember that customers continue to value the human aspect of banking. Banking is about trust, and while digital...
17 customer service statistics and trends in digital banking
Client Engagement & Management Digital Platforms & Tools
16th December 2019
It’s no secret that technology is transforming how we live. Customer service is no exception. Innovations in technology - such as co-browsing, live chat, and video calls - are empowering...
Benefits of co-browsing that improve customer service
Client Engagement & Management Digital Platforms & Tools
13th December 2019
The days of customer service being just a hand-shake and a quick chat are long gone. How banks interact with customers has been transformed by advances in technology. But in...
Chatbot trends
Client Engagement & Management Digital Platforms & Tools
9th December 2019
As automation of services gains pace, artificial intelligence has a significant role to play and its reach extends to digital banking. Take chatbots, for example. They can offer relevant advice...
Chatbots vs live chat for customer service
Client Engagement & Management Digital Platforms & Tools
29th November 2019
When harnessed to optimize the customer experience, innovations in technology - such as AI or analytics - allow banks to deliver meaningful conversations. Technology has the potential to make banking...
Chatbot statistics and trends in digital banking
Client Engagement & Management Digital Platforms & Tools
19th November 2019
Automation has the potential to transform digital banking, bringing many advantages such as freeing up advisors to concentrate on more complex inquiries. An important example of artificial intelligence in banking...
13 customer service tips for banks and financial services
Client Engagement & Management Client Onboarding & Identity Verification
29th October 2019
Banking is all about trust. By delivering a world-class service that offers customers relevant and meaningful advice, banks can minimize drop-offs, improve conversion rates, and increase customer loyalty. However, providing...
How does live chat work in financial services
Client Engagement & Management Digital Platforms & Tools
23rd October 2019
Live chat should allow customers to find answers to their questions within seconds of visiting a website. But this isn’t always the case. When dealing with a chatbot, customers receive...
Why is change so hard? How to make digital transformations easier on staff
Technology Strategy & Consulting
18th October 2019
In the last year, banks have spent over a trillion dollars on “let’s change the bank” digital initiatives – US$1.3 trillion to be exact. Yet, it is estimated that 70%...
What is video chat: Top 5 benefits in digital banking
Client Engagement & Management Client Onboarding & Identity Verification
15th October 2019
Having to travel to your bank branch to meet with an advisor can be a real pain. Connecting instead with your bank via video chat provides an easy solution. Video...
Unblu announces the addition of three new members to its Board of Directors
1st October 2019
Basel, 01.10.2019. The Swiss-based software vendor Unblu has announced the addition of three new members to its Board of Directors: Mr. Marcel Nickler and Dr. Andreas Sturm as non-executive members and...
Live chat for sales: Tips to improve sales in financial services
Client Engagement & Management Client Marketing & Prospecting
18th September 2019
Live chat has the potential to dramatically improve customer service delivery and sales. It enables prompt support and the chance to chat with customers in real time without significant extra...
Unblu invests in the German market: a strategic office opening in Frankfurt
11th September 2019
In a strategic move to expand its global presence, the software company Unblu is opening a new office in Frankfurt am Main. The German office will be the third Unblu...
Live chat for banking best practices
Client Engagement & Management Digital Platforms & Tools
11th September 2019
Customer service relies on effective communication between agent and client. Live chat technology is a powerful way of enabling this exchange, allowing visitors to communicate with their bank whenever they...
Lessons learned from successful digital transformations
3rd September 2019
I’m on a quest to provoke some thoughtful discussion and action on how to approach digital transformation in the financial industry. As I wrote in an earlier blog post, going digital...
Types of video chat to improve customer experience in banks
Client Engagement & Management Digital Platforms & Tools
30th August 2019
Online video plays a major role in today’s life. Whether it’s entertainment - streaming movies or sharing YouTube videos - or Skyping into business meetings, online video has transformed the...
Live chat: What is it and why it’s important in banking
Business Intelligence & Practice Management Digital Platforms & Tools
22nd August 2019
Live chat technology has been one of the most important additions to the customer service tool box in recent years. Enabling advisors to instantly communicate with visitors via text dramatically...
Video chat: How does it work in financial services?
Client Engagement & Management Digital Platforms & Tools
13th August 2019
Technology is transforming the world of financial services. With these changes come different customer demands. While technology has the power to make banking faster, more efficient, and increasingly automated, this...
Secure text messaging for banking: How does it work?
Client Communications & Reporting Digital Platforms & Tools
18th July 2019
It’s hard to imagine anything more important to a positive customer-bank relationship than security. For people to have trust in their bank, the bank must guarantee the highest commitment to...
Beyond the buzz: what is digital transformation, really?
16th July 2019
I’ve had a lot of conversations about digital transformations, and what it actually entails. My hunch is that most of us have gotten it wrong. Too often, “digital transformation” comes...
Co-browsing for better online conversations: how does it work?
Client Engagement & Management Digital Platforms & Tools
4th July 2019
Technology has radically changed how people bank today - especially how customers interact with their bank. But technological solutions don’t always improve company-customer relations. While driving efficiency, technology can also...
A hybrid approach to financial planning: What’s the right mix?
Client Engagement & Management Investment Platforms & Tools
25th June 2019
Financial planning is painful. According to a recent survey, Americans often find financial planning as difficult as training for a marathon. Based on their survey responses, they are certainly open to...
How to make seamless journeys a reality: the hybrid approach
Client Engagement & Management Investment Platforms & Tools
3rd June 2019
Customers want to have the choice of contacting their bank in person or through digital channels – or a mix of the two. Whether it’s walking into their branch or...
Beyond bots: Real conversations for a meaningful customer experience
Client Engagement & Management Digital Platforms & Tools
1st April 2019
For all the convenience and efficiency of digital banking, customers tell us something is still missing. Customers definitely want the convenience of digital and omnichannel banking, but they also want...
The role of the financial advisor
Client Engagement & Management Compliance & Regulation
1st March 2019
Clients have made it clear: they want banks to guide them in their future decisions and provide personalized, meaningful advice. These growing customer expectations are happening against a backdrop of...
Unblu product guide
Client Engagement & Management Digital Platforms & Tools
1st March 2019
How are you grappling with this new normal? Find out how the Unblu suite bridges the real world-virtual divide, empowering you to be where your customers are. Learn how the...
Unblu brings the best in conversational banking solutions to the U.S.
Client Engagement & Management Digital Platforms & Tools
14th January 2019
With more than half of American customers now using mobile banking, it’s critical for banks to consistently provide top-notch, personalized customer experiences. With unblu now moving into the U.S. market,...
Humanizing online customer experience
Client Engagement & Management Digital Platforms & Tools
1st December 2018
Discover in our new factsheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels, increasing customer loyalty and getting...
Introducing unblu at Finovate Fall in New York: the conversation space to create meaningful customer interactions
Client Engagement & Management Digital Platforms & Tools
8th August 2018
The Swiss software company unblu, a leader in supporting client-advisor collaboration in the financial industry, will introduce their latest product offering, unblu 5, at Finovate Fall. The event will take...
ebankIT and unblu join forces to bring together the best of omni-channel experience to the banking industry
4th July 2018
Unblu and ebankIT are pleased to announce a new partnership that brings together the best of omni-channel experience and innovative technology. With this new joint-venture, ebankIT will integrate the unblu...
Unblu announces strategic expansion with new London office
Client Engagement & Management Digital Platforms & Tools
29th May 2018
In a strategic move to expand their presence in the UK market, the software company unblu announced the opening of a new office in London. The move is a natural...
Unblu suite: advisory use case
Client Engagement & Management Digital Platforms & Tools
28th March 2018
If you’re looking for an engaging and efficient way of staying in touch with your clients, check out unblu’s Secure Messenger. It’s is the ideal channel for keeping the conversation...
Unblu scores 2 customer experience management software industry recognitions by leading business software directory
20th February 2018
Unblu was described as an efficient and “ultra-secure” in-person experience delivery facilitator by FinancesOnline, a leading B2B software directory that helps businesses find the best software systems for their needs. Due...
Unblu will launch unblu 5 at Finovate 2018 in London
30th January 2018
Unblu 5 will introduce secure messaging, enhance the mobile experience, enlarge the platform’s integration capabilities and extend the customer engagement features. For the second year in a row, the Swiss...
The road to success in financial services
Client Engagement & Management Digital Platforms & Tools
30th January 2018
Make existing online channels perform better by assisting and supporting customers in the moment of truth. Please click on the image below to access and download the full report.
Key Data
Unblu Solutions
Secure Messaging
Unblu’s Secure Messenger offers a compliant, always-on messaging channel embedded directly within e-banking and wealth apps. Advisers can maintain asynchronous conversations that take place over time, which eliminates the need for clients to repeat the context or switch between email threads. Advisers initiate proactive outreach or personalised broadcasts, while clients......
business needs
- Client Engagement & Management
- Compliance & Regulation
- Digital Platforms & Tools
- Document Management & Storage
- Market & Business Infrastructure
Client type
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
view solutionAI Powered Workbench
Unblu’s AI-powered workbench equips advisers with contextual insights and automation across the entire client engagement lifecycle. Before meetings, advisers can review a comprehensive 360° client dashboard with past interactions and sentiment analysis, helping them tailor every conversation with precision. During interactions, a Bot Sidekick offers real-time, context-aware suggestions based on......
business needs
view solutionCollaboration
Unblu’s collaboration capabilities bring human interaction into digital advisory moments, helping clients and advisers work together seamlessly in real time. Embedded Co-Browsing and Mobile Co-Apping allow advisers to join clients within their wealth portal or mobile app. This supports use cases such as onboarding, reviewing portfolio views, or walking through......
business needs
view solutionVideo & Voice
Unblu’s Video & Voice capabilities make it easy for advisers and clients to connect live – whether for a portfolio review, onboarding session, or strategic financial discussion. Conversations can seamlessly escalate from chat with a single click, or be scheduled in advance through integrations with Outlook, Google Calendar, or Microsoft......
business needs
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