Unblu has been recognised by Forrester as the best fit for financial services institutions who want to “foster digital-first customer relationships on compliant messaging channels”.

Forrester Wave is a proprietary methodology carried out by Forrester to guide prospective buyers who are considering technology options. Following a transparent methodology – that  uses 34 criteria to evaluate digital customer interaction solution providers – the purpose is to empower customers to compare the options in a software, hardware, or services market to make better purchasing decisions.  

In the most recent edition of the report on Digital Customer Interaction solutions, Forrester has included Unblu in its evaluation. When looking at DCIS options, Forrester’s examination goes beyond standard “omnichannel” solutions in favor of  AI-augmented platforms that both streamline and enhance customer interactions.

Given these parameters, the report claims that Unblu is “a specialised digital customer interaction platform for the financial services sector, aiming to offer the most comprehensive conversational solutions for this market.”

In its summary of Unblu’s capabilities, the report praises the platform’s ability to “tailor common DCIS product paradigms to meet the needs of financial professionals.” 

According to Forrester, “Unblu excels at digital interaction orchestration, enabling advisors to engage via messaging and easily shift to a voice or video conversation, with support for document collaboration. Given its target audience is regulated industries, Unblu places a strong emphasis on security and compliance.”

In concluding its evaluation of Unblu, Forrester states that “Unblu is the best fit for financial services institutions.”

Responding to the report, Jens Rabe, Co-CEO at Unblu said, “The Forrester Wave report accurately highlights what we believe makes Unblu stand out. Our team has spent a substantial amount of time and effort analysing and addressing the challenges unique to the financial services industry. This report by such a well-respected institution validates the exceptional work we have put in.” 

The Forrester Wave methodology involves placing each vendor in a category, with Unblu being labeled as a “strong performer” in the ranking and particular emphasis placed on the platform’s strategic capabilities.

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