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 your knowledge base.

After the call, AI-generated transcripts and smart meeting summaries capture key points and action items, making it easier to follow up, track tasks, and stay compliant. By reducing manual effort and surfacing what matters most, the AI-Powered Workbench empowers advisers to stay focused on what clients value most: personalised, high-quality advice.