We are pleased to introduce one of our current members, Unblu. Unblu’s digital client interaction solution empowers financial institutions to develop trusting and value-generating relationships through hybrid engagement solutions on their wealth portal and mobile applications. 

Unblu’s versatile mix of AI-enhanced secure messaging, video and voice, and visual collaboration allows RMs and wealth advisers to exchange ideas, information, and documents, while guaranteeing client authentication, data security, and regulatory compliance.

“Client expectations have undoubtedly changed when it comes to service experience. They want instant communication and on the channels they prefer to get a head start on any new opportunity or for reassurance during difficult times. In this context, advisers need a way of communicating that makes their lives easier while providing clients with real value. That is where Unblu comes in.” — Javier Puga, Chief Marketing Officer at Unblu

Unblu is a natural fit for The Wealth Mosaic’s network as we work with many of the key platforms advisers already use. With our platform, we enable wealth managers to deliver compliant, high-touch digital client interactions that mirror the quality of their traditional service. As managers seek out new ways to embrace modern technology, our AI-enhanced collaboration tools have helped firms see a 25% boost in front-office productivity and a 5–10% increase in client-facing time. This translates to stronger relationships, faster decisions, and scalable AUM growth.

For more information about Unblu click here.