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.
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:
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.
These are our most common use cases:
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