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New Access and Unblu partner to improve digital customer advice

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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...

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by Unblu
| 29/09/2021 12:00:00

The leading conversational platform specialized in financial services, Unblu, and the award-winning core-to-digital solution suite provider New Access SA are pleased to announce their strategic partnership. Together, both companies join forces to integrate Unblu’s communication and collaboration solutions into the New Access’ digital front-end solution ‘Banker’s Front’.

New Access' Banker’s Front, is the digital front-end solution that supports a full Client Lifecycle Management (CLM) including client on-boarding and advisory processes. By partnering with Unblu, private banks and wealth managers benefit from an ideal combination to provide high-end digital financial advice, increase online conversions, and deliver a better customer experience.

Integrated into New Access Banker’s Front solution, Unblu’s Conversational Platform brings a central communication hub to manage all customer interactions. Advisors have now access to secure messenger capabilities, live and video chat, screen sharing, co-browsing, and more. These solutions allow them to elevate their client advice, their overall engagement, and satisfaction.

“Covid sanitary crisis demonstrated that communication between banks and their clients is key in the private banking and wealth management industry, and being able to provide the right tool to support it is crucial”, says Vincent Jeunet, CEO of New Access. “Through this partnership, private bankers and wealth managers will benefit from an intuitive conversational solution, allowing them to easily connect with their customers in an omnichannel experience. We are very pleased to partner with Unblu at this regard and ultimately help our clients to increase their customer satisfaction and loyalty.”

Luc Haldimann, CEO of Unblu, comments: “This partnership is great news for Unblu. We see a growing interest in our solutions from the Wealth Management industry, and this new partnership with one of the leading solutions in the European market proves it. We look forward to New Access customers starting to benefit from this agreement.”

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About Unblu
Unblu helps the world's leading banks deliver an in-person experience online by providing highly secure engagement and collaboration software, enabling banks to enrich the digital experience of their clients. Clients using their technology have been able to cut customer support calls in half, increase client meetings and customer satisfaction, producing a 90% recommendation rate.