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.
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
AI 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......
