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 Platform enables advisors and customers to engage, converse, browse & collaborate in the same web asset or mobile application simultaneously. Our customers leverage their existing investments in digital channels, increase the number of customer interactions and reduce the total cost of ownership.

We provide highly secure engagement and collaboration software that helps to increase revenue and efficiency while reducing costs and improving digital customer interaction. Clients using our technology have been able to cut customer support calls in half, achieve four times as many client meetings as in branches, increase customer satisfaction and produce a 90% recommendation rate. Unblu is helping to transform the future of online banking.

Introduction to Unblu Financial Cloud and why to choose it

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

24/05/2022

In our first interview with Richard David Lo Giudice, Product Manager, Unblu Cloud, he gives an introduction to Unblu Financial Cloud and explains why you should choose it for your......

Unblu: Digital maturity in the wealth management market

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

19/05/2022

Unblu: Respecting client's time and the systems supporting adviser-client interaction

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

17/05/2022

Unblu: The future role of the advisor and the need for advice

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

12/05/2022

Unblu: The Covid-19 pandemic and trust and loyalty in wealth management

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

10/05/2022

Unblu: Wealth management and the millennial client

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

05/05/2022

Unblu: The impact on wealth management of the Covid-19 pandemic

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

03/05/2022

Unblu: Generation Z as a target segment for credit unions

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

28/04/2022

Unblu: The investments needed for retail banks

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

26/04/2022

Unblu: How digital channels can increase customer trust and loyalty for retail banks

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

21/04/2022

Unblu: Adopting a conversational platform (not just video) in wealth management

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

19/04/2022

Unblu: Why were conversational platforms so quickly adopted by wealth management firms during the Covid-19 pandemic

Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools

14/04/2022

Unblu: The impact of the Covid-19 pandemic on the wealth management sector

Client Communications & Reporting, Digital Platforms & Tools, Technology Strategy & Consulting

13/04/2022

Unblu at Finovate Berlin 2020

Client Engagement & Management, Digital Platforms & Tools

04/03/2020

Unblu conversational platform for financial services

Client Engagement & Management, Digital Platforms & Tools

18/02/2020

Unblu advice use case: Messenger, WhatsApp, video and co-browsing

Client Engagement & Management, Digital Platforms & Tools

14/11/2019

Unblu: Solution deployment options, reasons and learnings

Client Engagement & Management, Digital Platforms & Tools

22/07/2019

Unblu: How the firm is developing the solution offering

Client Engagement & Management, Digital Platforms & Tools

15/07/2019

Unblu: An introduction to the solution offering

Client Engagement & Management, Digital Platforms & Tools

08/07/2019

Unblu: Private banking use case

Client Engagement & Management, Digital Platforms & Tools

13/03/2019

Unblu: An introduction to the business

Client Engagement & Management, Digital Platforms & Tools

08/03/2019

Jens Rabe, Unblu COO, at FintechTalents

Client Engagement & Management, Digital Platforms & Tools

13/12/2018

FinTECHtalents interview with Jens Rabe, COO, unblu

Client Engagement & Management, Digital Platforms & Tools

01/01/2018

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.

Key Data

PRICING
  • Licence
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices

Unblu Conversational Platform

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