Unblu

HQ Address

Centralbahnplatz 10, 4051 Basel, Switzerland

Website Address

www.unblu.com/en/

Connect with Unblu
Business introduction

The conversational platform for financial services

Balancing automation and human advice in the financial industry

The Unblu Conversational Platform allows financial institutions to engage and interact with visitors & customers on their websites and mobile applications, guiding them through their digital journey to a successful completion of a business transaction. The platform is specially designed to allow advisors and relationship managers to engage with customers in secure environments such as online banking applications or customer portals, taking the support and advisory experience to the next level. Unblu customers can: 

  • Increase trustworthiness, loyalty (through long-term, valuable advice), and sales
  • Empower online channels by assisting in the moment of truth, increasing interactions and transactions
  • Reduce costs and increase customer satisfaction thanks to an exceptional online support experience

With Unblu, digital transformation happens without massive redesign of business processes.

Introduction to Unblu Financial Cloud and why to choose it

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

24/05/2022

In our first interview with Richard David Lo Giudice, Product Manager, Unblu Cloud, he gives an introduction to Unblu Financial Cloud and explains why you should choose it for your......

The Digital Wealth Management Outlook 2022

Client Communications & Reporting, Client Onboarding & Identity Verification, Digital Platforms & Tools

16/09/2022

Unblu: Digital maturity in the wealth management market

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

19/05/2022

Unblu: Respecting client's time and the systems supporting adviser-client interaction

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

17/05/2022

Unblu: The future role of the advisor and the need for advice

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

12/05/2022

Unblu: The Covid-19 pandemic and trust and loyalty in wealth management

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

10/05/2022

Unblu: Wealth management and the millennial client

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

05/05/2022

Unblu: The impact on wealth management of the Covid-19 pandemic

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

03/05/2022

Unblu: Generation Z as a target segment for credit unions

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

28/04/2022

Unblu: The investments needed for retail banks

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

26/04/2022

Unblu: How digital channels can increase customer trust and loyalty for retail banks

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

21/04/2022

Unblu: Adopting a conversational platform (not just video) in wealth management

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

19/04/2022

Unblu: Why were conversational platforms so quickly adopted by wealth management firms during the Covid-19 pandemic

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

14/04/2022

Unblu: The impact of the Covid-19 pandemic on the wealth management sector

Client Communications & Reporting, Digital Platforms & Tools, Technology Strategy & Consulting

13/04/2022

Unblu at Finovate Berlin 2020

Client Engagement & Management, Digital Platforms & Tools

04/03/2020

Unblu conversational platform for financial services

Client Engagement & Management, Digital Platforms & Tools

18/02/2020

Unblu advice use case: Messenger, WhatsApp, video and co-browsing

Client Engagement & Management, Digital Platforms & Tools

14/11/2019

Unblu: Solution deployment options, reasons and learnings

Client Engagement & Management, Digital Platforms & Tools

22/07/2019

Unblu: How the firm is developing the solution offering

Client Engagement & Management, Digital Platforms & Tools

15/07/2019

Unblu: An introduction to the solution offering

Client Engagement & Management, Digital Platforms & Tools

08/07/2019

Unblu: Private banking use case

Client Engagement & Management, Digital Platforms & Tools

13/03/2019

Unblu: An introduction to the business

Client Engagement & Management, Digital Platforms & Tools

08/03/2019

Jens Rabe, Unblu COO, at FintechTalents

Client Engagement & Management, Digital Platforms & Tools

13/12/2018

FinTECHtalents interview with Jens Rabe, COO, unblu

Client Engagement & Management, Digital Platforms & Tools

01/01/2018

Business Overview

Unblu helps the world's leading private banks to advise customers on digital channels. We provide highly secure engagement and collaboration software, enabling banks to enrich the digital experience of their clients. Unblu's platform helps to increase revenue and efficiency while reducing costs and improving digital customer interaction. Clients using our technology have been able to cut customer support calls in half, achieve four times as many client meetings as in branches, increase customer satisfaction and produce a 90% recommendation rate. Unblu is helping to transform the future of digital banking.

Unblu's platform enables the financial industry to bring the “human touch” back to online customer interactions when it makes sense. Advisor and customer simultaneously engage and collaborate around their banking web applications, as well as keeping the conversation between advisors and customers open and active.

Customers

We've helped over 150 financial sector customers improve conversations through their digital channels.

Some testimonials: https://www.unblu.com/en/resources/testimonials/

Partners

Unblu works together with the very best in the industry, providing customers with unrivaled domain expertise and outstanding digital engagement solutions.

Key Data

Year founded
2008
employees
51-200
offices
6
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Unblu Solutions

Unblu Conversational Platform

The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. By striking a balance between convenience and compliance, Unblu offers a secure and efficient solution for enhanced interaction and collaboration that is embedded into existing channels like a client portal or......

business needs
Client type
client geography presence
view solution

Co-Browsing

Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......

business needs
view solution

Secure Messenger

Unblu Secure Messenger helps banks to provide the WhatsApp texting experience whilst remaining compliant. Designed to meet the needs of a secure and compliant relationship manager (RM)/ client conversation and collaboration session, it can be easily integrated into mobile native or browser-based applications. Unblu Secure Messenger provides the same kind......

business needs
view solution

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