Solution introduction
Make conversations available on every digital customer channel
Clients have made it clear, they want banks to guide them in their future decisions and provide personalized, meaningful advice
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 mobile app.
Centred around three functional pillars of text-based conversation, video and voice communication, and visual collaboration, the Unblu platform has been proven to increase the access clients have to their advisory services and make each interaction more meaningful.
Unblu creates a closer client-adviser relationship with more interaction that provides a path to accelerated AUM growth and greater client lifetime value.
Features
Secure Messenger: provides the ability for an agent and an authenticated visitor to securely exchange messages asynchronously. This extends the session concept to run offline and indefinitely. It has been specially designed for advisory use cases.
Social Messaging APIs (ex. WhatsApp): the text messaging solution you implement should have the ability to connect with customers via their favorite social messaging applications like WhatsApp, Facebook Messenger, or Apple Business Chat. We make it possible with our connectors and external messaging APIs.
Video & Audio: this feature allows you to provide a fully personalised experience. The prospect/customer will be able to meet the advisor and talk to him in person just as he would in a bank branch.
Co-browsing:
- Embedded co-browsing: join a visitor on your site or application literally in the middle of what he's doing.
- Universal co-browsing: More flexibility. Participants can navigate together to any site on the web.
- Document co-browsing: Collaborate and guide through intricate documentation.
- Mobile co-browsing: Collaborate with customers on their mobile devices. Guide them through the banking mobile apps.
- LiveChat + LiveView: enables users to communicate directly and immediately with agents and support staff. Through Unblu’s chat, customers and agents can share documents, images or whatever they might need. In this context, if the agent needs to know where the customer is exactly, he can activate LiveView. The agent will be faster and better and will understand and resolve the problem in context.
Chatbot API: Combine the best of AI and human. Unblu offers the perfect hybrid experience between an automated chatbot interaction and the reassuring familiarity of human-to-human exchange.
Benefits
These are our most common use cases:
- Advice: put your advisors in your customer's pocket.
Increase the opportunities for customers to engage through tools they use every day. Asynchronous messaging enhances the relationship between your customers and advisors. It provides an unobtrusive, asynchronous, secure manner for providing ongoing advice to clients. - Transact: compete and close more transactions.
Increasing the digital touchpoints with your customer will increase the rate of conversion. Unblu allows banks to build on their traditional strengths of knowledge and trust and improve service over their digital channels. Let your customers manage their money in the same way they now shop, socialize, communicate and learn. Provide a seamless customer experience. - Support/customer care: provide outstanding contextual customer experience.
Investors judge providers not just against their financial peers, but against technology leaders like Google, Apple or Amazon. A seamless digital experience on par with such leaders results in greater trust and more sales.
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Unblu invests in the German market: a strategic office opening in Frankfurt
11th September 2019
In a strategic move to expand its global presence, the software company Unblu is opening a new office in Frankfurt am Main. The German office will be the third Unblu...
Live chat for banking best practices
Client Engagement & Management Digital Platforms & Tools
11th September 2019
Customer service relies on effective communication between agent and client. Live chat technology is a powerful way of enabling this exchange, allowing visitors to communicate with their bank whenever they...
Lessons learned from successful digital transformations
3rd September 2019
I’m on a quest to provoke some thoughtful discussion and action on how to approach digital transformation in the financial industry. As I wrote in an earlier blog post, going digital...
Types of video chat to improve customer experience in banks
Client Engagement & Management Digital Platforms & Tools
30th August 2019
Online video plays a major role in today’s life. Whether it’s entertainment - streaming movies or sharing YouTube videos - or Skyping into business meetings, online video has transformed the...
Live chat: What is it and why it’s important in banking
Business Intelligence & Practice Management Digital Platforms & Tools
22nd August 2019
Live chat technology has been one of the most important additions to the customer service tool box in recent years. Enabling advisors to instantly communicate with visitors via text dramatically...
Video chat: How does it work in financial services?
Client Engagement & Management Digital Platforms & Tools
13th August 2019
Technology is transforming the world of financial services. With these changes come different customer demands. While technology has the power to make banking faster, more efficient, and increasingly automated, this...
Secure text messaging for banking: How does it work?
Client Communications & Reporting Digital Platforms & Tools
18th July 2019
It’s hard to imagine anything more important to a positive customer-bank relationship than security. For people to have trust in their bank, the bank must guarantee the highest commitment to...
Beyond the buzz: what is digital transformation, really?
16th July 2019
I’ve had a lot of conversations about digital transformations, and what it actually entails. My hunch is that most of us have gotten it wrong. Too often, “digital transformation” comes...
Co-browsing for better online conversations: how does it work?
Client Engagement & Management Digital Platforms & Tools
4th July 2019
Technology has radically changed how people bank today - especially how customers interact with their bank. But technological solutions don’t always improve company-customer relations. While driving efficiency, technology can also...
A hybrid approach to financial planning: What’s the right mix?
Client Engagement & Management Investment Platforms & Tools
25th June 2019
Financial planning is painful. According to a recent survey, Americans often find financial planning as difficult as training for a marathon. Based on their survey responses, they are certainly open to...
How to make seamless journeys a reality: the hybrid approach
Client Engagement & Management Investment Platforms & Tools
3rd June 2019
Customers want to have the choice of contacting their bank in person or through digital channels – or a mix of the two. Whether it’s walking into their branch or...
Beyond bots: Real conversations for a meaningful customer experience
Client Engagement & Management Digital Platforms & Tools
1st April 2019
For all the convenience and efficiency of digital banking, customers tell us something is still missing. Customers definitely want the convenience of digital and omnichannel banking, but they also want...
The role of the financial advisor
Client Engagement & Management Compliance & Regulation
1st March 2019
Clients have made it clear: they want banks to guide them in their future decisions and provide personalized, meaningful advice. These growing customer expectations are happening against a backdrop of...
Unblu product guide
Client Engagement & Management Digital Platforms & Tools
1st March 2019
How are you grappling with this new normal? Find out how the Unblu suite bridges the real world-virtual divide, empowering you to be where your customers are. Learn how the...
Unblu brings the best in conversational banking solutions to the U.S.
Client Engagement & Management Digital Platforms & Tools
14th January 2019
With more than half of American customers now using mobile banking, it’s critical for banks to consistently provide top-notch, personalized customer experiences. With unblu now moving into the U.S. market,...
Humanizing online customer experience
Client Engagement & Management Digital Platforms & Tools
1st December 2018
Discover in our new factsheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels, increasing customer loyalty and getting...
Introducing unblu at Finovate Fall in New York: the conversation space to create meaningful customer interactions
Client Engagement & Management Digital Platforms & Tools
8th August 2018
The Swiss software company unblu, a leader in supporting client-advisor collaboration in the financial industry, will introduce their latest product offering, unblu 5, at Finovate Fall. The event will take...
ebankIT and unblu join forces to bring together the best of omni-channel experience to the banking industry
4th July 2018
Unblu and ebankIT are pleased to announce a new partnership that brings together the best of omni-channel experience and innovative technology. With this new joint-venture, ebankIT will integrate the unblu...
Unblu announces strategic expansion with new London office
Client Engagement & Management Digital Platforms & Tools
29th May 2018
In a strategic move to expand their presence in the UK market, the software company unblu announced the opening of a new office in London. The move is a natural...
Unblu suite: advisory use case
Client Engagement & Management Digital Platforms & Tools
28th March 2018
If you’re looking for an engaging and efficient way of staying in touch with your clients, check out unblu’s Secure Messenger. It’s is the ideal channel for keeping the conversation...
Unblu scores 2 customer experience management software industry recognitions by leading business software directory
20th February 2018
Unblu was described as an efficient and “ultra-secure” in-person experience delivery facilitator by FinancesOnline, a leading B2B software directory that helps businesses find the best software systems for their needs. Due...
Unblu will launch unblu 5 at Finovate 2018 in London
30th January 2018
Unblu 5 will introduce secure messaging, enhance the mobile experience, enlarge the platform’s integration capabilities and extend the customer engagement features. For the second year in a row, the Swiss...
The road to success in financial services
Client Engagement & Management Digital Platforms & Tools
30th January 2018
Make existing online channels perform better by assisting and supporting customers in the moment of truth. Please click on the image below to access and download the full report.
Key Data
PRICING
- Licence
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
- On-premise
- On-premise or hosted
Type of Clients
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Eastern Europe
- North America
- Western Europe
Unblu Conversational Platform
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