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.
Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools
24/05/2022
Client Communications & Reporting, Client Onboarding & Identity Verification, Digital Platforms & Tools
16/09/2022
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28/04/2022
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04/03/2020
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Client Engagement & Management, Digital Platforms & Tools
01/01/2018
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:
29th August 2024
Wealth management trends in 2024 are continuing to evolve, with global geopolitical developments, technological advancements, and changing service expectations redefining the nature of client-advisor relationships. It is true that there is...
29th July 2024
PostFinance, which is owned by the Swiss government, is among the largest retail financial institutions in Switzerland and a leader in payment transactions. With an employee base of around 3,655...
23rd July 2024
The Role of AI in Robo-Advisory 2.0 Advanced technologies like AI financial advisors experienced a surge in popularity, particularly when we consider the mass affluent market. Take for example this McKinsey insights...
16th July 2024
In an advisory context, the quality of client relationships has a lasting impact on almost all performance metrics. Market knowledge and strategic insights are of course essential, but true value comes...
9th July 2024
When it comes to IT strategy, risk management, and ecosystem compatibility are vital for successful technology implementations in the Financial Services industry. Recognising this, Unblu embarked on a journey with IBM...
1st July 2024
The nature of customer service in the banking industry has changed. Digital banking is one of the most common methods of banking, representing the primary means of accessing their accounts for...
15th March 2024
Customer engagement and customer experience are two separate concepts that are important in their own way. Most of us will be familiar with the concept of customer experience, which measures...
14th November 2023
This has been the consensus among financial professionals and analysts for years now. According to Deloitte, digital client engagement is “the Holy Grail of high profitability in the digital age.”...
Digital Platforms & Tools Market & Business Infrastructure
16th October 2023
Our report maps the ongoing rise of chatbots, from mixed success in early deployments to today’s incredible capabilities thanks to advances in Generative AI. Find out how up-to-date chatbots can...
Client Engagement & Management Market & Business Infrastructure
27th September 2023
An AI adviser like no other In a wealth management or private banking context, AI has the potential to enhance the expertise and efficiency of experienced advisors when communicating with clients. Whether...
Client Engagement & Management Market & Business Infrastructure
19th September 2023
Discover how Unblu’s AI-empowered chatbot can lower the cost per case in a retail banking and insurance customer services context. The chatbot experience we imagined is now a reality! Chatbots have had...
Client Engagement & Management Technology Evaluation & Selection
16th August 2023
Online meetings are an important part of the customer lifecycle, and the benefits in terms of customer service experience and satisfaction are substantial. However, not all solutions are created equal. It is...
1st August 2023
Taking place on the 12th of September 2023, from 9 am to 7 pm at Google EURF, Europaallee 36, 8004 Zürich. Unblu has undergone a period of transformation, featuring new products and...
Business Strategy & Advisory Client Engagement & Management
28th June 2023
In 2023, we can expect to see a push toward hybrid experiences that harness the best of both digital and physical interactions to meet demanding customer expectations. In this context,...
Client Communications & Reporting Client Engagement & Management
20th June 2023
Unblu, a leading conversational engagement platform, and Objectway, a top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and...
Client Engagement & Management Digital Platforms & Tools
8th June 2023
Sometimes, I like thinking that AI stands for Assisted Intelligence and not Artificial Intelligence. It helps me think about how all these mind-blowing advancements in generative AI could and should...
6th June 2023
Despite the challenges, the financial services industry has, for the most part, embraced digital banking. Traditional banks, insurance companies, and other institutions are making progress with digital transformation, offering value-added...
Client Engagement & Management Cyber & Network Security
2nd June 2023
35% of Millennials see social media as their most reliable source of investment advice. 30% of investors want all of their assets – even those from other institutions – to be...
Client Communications & Reporting Compliance & Regulation
24th March 2023
No relationship can thrive without trust – and yet that is exactly what is missing in today’s challenging digital banking landscape. What do your customers think about you? Rebuild customer confidence...
Business Intelligence & Practice Management Client Communications & Reporting
1st March 2023
Compliant messaging that is convenient Clients increasingly prefer to communicate with their wealth management advisors via messaging apps. However, the distinctly mobile-first experience that they crave can be difficult to deliver,...
Client Communications & Reporting Client Engagement & Management
15th February 2023
The market landscape for insurance companies is more complex than ever. There is no doubt that the ability to deliver on customer expectations is a key component in improving customer...
7th February 2023
The wealth management industry, while historically slow to evolve, has undergone significant changes over the last few years. As the client base becomes accustomed to digital-first service experiences in other...
Client Communications & Reporting Client Engagement & Management
3rd November 2022
Unblu announced today that Swiss Post has acquired a majority stake in the company. Unblu is headquartered in Basel, with subsidiaries in Germany, Bulgaria, the UK, the USA, and Canada....
Client Communications & Reporting Client Onboarding & Identity Verification
16th September 2022
As part of our 2022 WealthTech Landscape Report, Stephen Wall, Founder of The Wealth Mosaic, interviews Danny Baggs, Director of Marketing UK for Unblu, who talks about the digital wealth...
Client Communications & Reporting Client Engagement & Management
24th May 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...
Client Communications & Reporting Client Engagement & Management
19th May 2022
In this sixth interview with Luc Haldimann, CEO, Unblu, he discusses digital maturity in the wealth management market.
Client Communications & Reporting Client Engagement & Management
17th May 2022
In the fifth interview in our new series with Luc Haldimann, CEO, Unblu he advises on how to respect client's time and the systems supporting adviser-client interaction.
Client Communications & Reporting Client Engagement & Management
16th May 2022
In wealth management, the digital revolution has coincided with a historic shift in client demographics—and a result, the skyline of industry is drastically changing shape. Today, we’re witnessing the rise...
Client Communications & Reporting Client Engagement & Management
12th May 2022
In this fourth interview in our new series with Luc Haldimann, CEO, Unblu he outlines the future role of the adviser and the need for advice.
Client Communications & Reporting Client Engagement & Management
10th May 2022
In this third interview in the series with Luc Haldimann, CEO, Unblu, he talks about the Covid-19 pandemic and trust and loyalty in wealth management.
Client Communications & Reporting Client Engagement & Management
5th May 2022
In this second interview in the series with Luc Haldimann, CEO, Unblu, he discusses wealth management and adapting to the millennial client.
Client Communications & Reporting Client Engagement & Management
3rd May 2022
In this first video interview in our new series with Luc Haldimann, CEO at Unblu, he outlines the impact on wealth management of the Covid-19 pandemic.
Client Communications & Reporting Client Engagement & Management
28th April 2022
In our sixth interview with Lisa Joseph, President of the Americas, Unblu, she discusses Generation Z as a target segment for credit unions.
Client Communications & Reporting Client Engagement & Management
26th April 2022
In our fifth interview with Lisa Joseph, President of the Americas, Unblu, she breaks down the investments needed for retail banks.
Client Communications & Reporting Client Engagement & Management
21st April 2022
In our fourth interview with Lisa Joseph, President of the Americas, Unblu she discusses how digital channels can increase customer trust and loyalty for retail banks.
Client Communications & Reporting Client Engagement & Management
19th April 2022
In our third interview with Lisa Merrill, President of the Americas, Unblu, she explains adopting a conversational platform (not just video) in wealth management.
Client Communications & Reporting Client Engagement & Management
14th April 2022
In our second interview in our new interview series with Lisa Joseph, President of the Americas, Unblu, she answers the question of why were conversational platforms so quickly adopted by...
Client Communications & Reporting Digital Platforms & Tools
13th April 2022
In the first of our new series of video interviews with Lisa Joseph, President of the Americas, Unblu, she breaks down the impact of the Covid-19 pandemic on the wealth...
Client Communications & Reporting Client Engagement & Management
24th February 2022
The financial services sector has been transformed by the onset of digital technology—but it’s also given advisors an invaluable resource to provide next-level client experiences. Innovations across the digital, social and...
9th February 2022
As the pandemic shook up every aspect of working life, the urgency of digital transformation rapidly accelerated. However, the reach of this impulse didn’t stop at our home desks. Customer...
Client Communications & Reporting Client Engagement & Management
26th January 2022
In today’s world of digital communication and remote working, maintaining good business relationships isn’t a given. The shift to a hybrid model requires adaptation and innovation of client engagement—and without...
Business Process Management & Outsourcing Client Engagement & Management
29th September 2021
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...
Client Communications & Reporting Client Engagement & Management
27th September 2021
The financial landscape is changing fast and fintech firms and tech giants are spearheading the revolution. Alongside COVID-19, which forced consumers to experiment with online banking in place of in-branch...
23rd September 2021
Luc Haldimann, CEO of Unblu, has been selected as one of the Digital Shapers 2021. This recognition, awarded by Bilanz, Handelszeitung, and Digital Switzerkand each year, identifies and acknowledges the work of...
Client Engagement & Management Client Onboarding & Identity Verification
14th September 2021
Customers want choice. They want flexibility. Omnichannel banking is perfectly positioned to offer this level of adaptability, allowing customers to choose their preferred means of communication with their bank on...
Client Engagement & Management Client Onboarding & Identity Verification
21st July 2021
Download the report and the digital maturity assessment dashboard to understand: How to keep your touchpoints (both physical & digital) aligned with the Customer Lifecycle? What Best Practices and Use Cases have...
Client Communications & Reporting Client Engagement & Management
1st July 2021
During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has been ensuring a smooth digital migration – and...
Client Communications & Reporting Client Engagement & Management
29th June 2021
According to a report by Forrester, improved customer experience and higher revenue growth are the top drivers for organizational transformation. Yet rather than building a coherent digital transformation strategy, these significant...
Client Communications & Reporting Client Engagement & Management
23rd June 2021
UBS has deployed Unblu’s collaboration capabilities for advising and supporting customers on their Digital Banking platform. The new service is available to all UBS clients using UBS Digital Banking. By enhancing...
Client Communications & Reporting Client Engagement & Management
25th May 2021
Customer-centricity has become a buzzword in the last few years. But its meaning is somewhat ambiguous. What does it really mean to put the customer first? For one thing, it means...
Client Communications & Reporting Client Engagement & Management
19th March 2021
Technological progress has given us access to a whole host of digital tools that have transformed the customer experience, bringing countless benefits to both consumer and provider. COVID-19 saw many providers...
Client Communications & Reporting Client Engagement & Management
4th March 2021
The influence of female consumers in the financial sector is growing. But capturing a share of this increasingly powerful market poses challenges for the industry, which has traditionally been dominated...
Client Engagement & Management Client Onboarding & Identity Verification
18th February 2021
Video chat has boomed in popularity with global lockdown. But embracing digital isn’t just about greater speed and efficiency. Equally important is the flexibility it entails, allowing banks to offer...
Data Management & Analysis Software Development & Management
16th February 2021
Unblu's highly secure interaction and collaboration software enables financial service providers worldwide to provide dedicated online customer care while at the same time enrich the digital experience of their clients...
Client Engagement & Management Digital Platforms & Tools
10th February 2021
Struggling under the burden of student debt, a dramatic decline in homeownership, and the gig economy where wages are often unstable, Millennials need financial advice more than anyone. But younger...
Client Communications & Reporting Client Engagement & Management
10th December 2020
At Unblu, we define conversational banking as using conversation to get to know customers and help them with important financial decisions. By leveraging certain digital solutions that increase opportunities for conversation, financial...
Client Communications & Reporting Client Engagement & Management
25th November 2020
With increasing competition and changing customer demands, delivering a winning customer experience that clearly puts the client first has never been more important for financial providers. Embarking on a journey...
Client Communications & Reporting Client Engagement & Management
18th November 2020
I got together with Olga Miler, Co-Founder & CEO of SmartPurse, and looked at trust as a challenge, as an opportunity, and what makes people connect or not connect with their financial...
Client Communications & Reporting Client Engagement & Management
18th November 2020
I got together with Olga Miler, Co-Founder & CEO of SmartPurse, and looked at trust as a challenge, as an opportunity, and what makes people connect or not connect with their financial...
Client Communications & Reporting Client Engagement & Management
10th November 2020
A gap exists between the demands and expectations of a new generation of clients, and the mindset of the advisors and investors looking to serve them. Millennials are increasingly demanding...
Client Communications & Reporting Client Engagement & Management
28th October 2020
It’s no secret that technology is transforming how we live. Customer service is no exception. Innovations in technology - such as co-browsing, live chat, and video calls - are empowering...
Client Communications & Reporting Client Engagement & Management
22nd October 2020
For banks looking to improve interaction with customers, an omnichannel digital strategy is vital, allowing for more flexible and wide-reaching customer engagement. In this sense, banks can transform the customer...
Client Communications & Reporting Client Engagement & Management
7th October 2020
Basel, October 2020 - Celero is pleased to announce its agreement with Unblu Corp, a leader in conversational communication and collaboration software tailored to the needs of the financial industry, to...
Client Communications & Reporting Client Engagement & Management
7th October 2020
Conversations and the way we have them are driving a new wave of digital growth and fundamentally re-shaping the banking industry. While internet banking and omni channels have created a...
Client Engagement & Management Digital Platforms & Tools
1st October 2020
Lucerne, September 2020 - Luzerner Kantonalbank started its pilot phase for online customer advice in September. Private and business clients who wish to use this service can request a consultation via...
Client Engagement & Management Digital Platforms & Tools
1st October 2020
Digital transformation is necessary to improve the customer experience and reduce operational costs. By adopting digital tools, financial services can build an omnichannel strategy whereby customers have a choice of...
Client Communications & Reporting Client Engagement & Management
23rd September 2020
Basel, September 2020 - Since May 2020, Swiss Post has offered Unblu's Live Chat nationwide to its customers. For Unblu, "having Swiss Post as one of our customers is very important...
Client Communications & Reporting Client Engagement & Management
22nd September 2020
To understand Millennials, advisors should know three things. One, this is a tech-savvy generation. Two, their inheritance from Baby Boomers will constitute the largest wealth transfer in history. And three,...
Business Strategy & Advisory Client Communications & Reporting
16th September 2020
I have to start with the mid 80’s. When I was about eight years old I started to save money. On world savings day, I proudly entered the bank branch...
Client Communications & Reporting Client Engagement & Management
3rd September 2020
Each week TWM highlights a solution provider in its directory. This week it's Unblu, a provider of highly secure engagement and collaboration software, enabling banks to enrich the digital experience of...
Client Communications & Reporting Client Engagement & Management
3rd September 2020
Modern life is fast-paced and hectic. Customers don’t often have time for in-branch banking. Plus, they’re increasingly confident about using online tools. And so digital banking is becoming less a...
Client Engagement & Management Digital Platforms & Tools
25th August 2020
Glarus, August 2020 - Glarner Kantonalbank is regarded as a digital pioneer when it comes to digital banking. The bank currently employs 240 people. With the implementation of Unblu’s Conversational Platform in...
Client Engagement & Management Digital Platforms & Tools
25th August 2020
Digital self-service channels can make customer service communication faster and more efficient. But these self-service channels can also create difficulties. For example, if a customer is trying to fill out...
Client Communications & Reporting Client Engagement & Management
12th August 2020
Within financial services, it is arguable that those who deliver advisory services have been most disrupted in recent months. Wealth managers, private banks, & insurance brokerages have reacted to the...
Client Communications & Reporting Client Engagement & Management
30th July 2020
As the digitization of daily life picks up the pace and continues to spread across the world, financial institutions are striving to keep up, making many of their services available...
Client Communications & Reporting Client Engagement & Management
23rd July 2020
We spent a Tuesday afternoon talking to Stephen Wall, Co-founder of The Wealth Mosaic, looking at the wealth management sector’s past, present and future. Our CEO Luc got to talk about...
Client Communications & Reporting Client Engagement & Management
22nd July 2020
Creating a successful omnichannel customer experience is not simply about multiplying touchpoints. Each stage of the journey needs to be optimized to ensure it’s friction-free. Plus, it should be personal,...
Client Communications & Reporting Client Marketing & Prospecting
21st July 2020
In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall interviewed Luc Haldimann, CEO of Switzerland-headquartered Unblu. They focused on understanding first of all (and in...
Client Communications & Reporting Client Engagement & Management
20th July 2020
Basel, July 2020 - Together with Unblu, the leading Swiss company in implementing communication and collaboration solutions for the financial sector, Pax has started to equip its brokers with tools that...
Client Communications & Reporting Client Engagement & Management
18th July 2020
2.1. Overview Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the...
Client Engagement & Management Data Management & Analysis
17th July 2020
1.1. Current status & challenges Keeping up with customer expectations can be challenging. Customers expect a whole lot more today than ever before. Their needs and wants are being reshaped by...
Client Engagement & Management Digital Platforms & Tools
15th July 2020
Digital banking is not just convenient. It also offers a safety net for times when physical interaction becomes difficult. Video calls, for one, are increasingly popular. Business video conferencing apps...
Client Engagement & Management Digital Platforms & Tools
2nd July 2020
With the Global Screen Sharing Software Market continuing to boom, we are constantly getting asked to differentiate between Co-Browsing and Screen Sharing. Where does it make sense for a financial...
Client Communications & Reporting Client Engagement & Management
30th June 2020
In this edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Luc Haldimann, CEO, and Jens Rabe, COO, from Basel, Switzerland-headquartered Unblu. Through the...
Client Communications & Reporting Client Engagement & Management
18th June 2020
In private banking, the way in which you engage with clients determines their satisfaction. Digital interactions improve efficiency and the ease with which you can communicate with clients. However, it’s...
Client Communications & Reporting Client Engagement & Management
16th June 2020
Integrating digital customer service tools has the potential to dramatically increase efficiency and speed within customer support teams. By making operations more streamlined and allowing advisors to delegate work to...
11th June 2020
Laufen, June 2020. Unblu has been selected by EGK-Gesundheitskasse as the conversational platform provider for enhancing online customer advice. Thanks to the Unblu technology, implemented in 2019, EGK customers can talk and...
Client Communications & Reporting Client Engagement & Management
11th June 2020
Financial institutions invest a lot of money in attracting traffic to their online channels. Yet attracting customers isn’t the end of the story. One problem with digital banking is that...
3rd June 2020
Banca dello Stato is one of the 24 cantonal banks of Switzerland. Founded in 1915, Banca dello Stato has 20 branches across the Ticino region with 408 employees. In a firm...
Client Communications & Reporting Client Engagement & Management
26th May 2020
A world-class customer service can make or break digital banking. Prioritizing exceptional customer support is essential to increasing conversions and boosting sales. Good customer service delivers a personalized experience that makes...
Client Engagement & Management Digital Platforms & Tools
4th May 2020
We are entering the age of automation and, in banking, the rise of artificial intelligence is already evident in the form of chatbots. These AI-powered interfaces are able to stimulate...
27th April 2020
Continuing with its performance in the digitalization of services, Renta 4 Banco takes another step forward. To make the relationship with savers and investors more accessible and closer, it has...
Client Engagement & Management Digital Platforms & Tools
23rd April 2020
When done best, digital transformation doesn’t represent a total departure from physical interaction but rather an extension of real-world exchange, enhancing face-to-face conversation. At times when physical interaction becomes difficult...
Client Engagement & Management Digital Platforms & Tools
9th April 2020
Video conferencing solutions may present an enticing 'quick fix' for organizations at this time but are they really adding the value that clients seek and the businesses themselves require? For...
Cyber & Network Security Digital Platforms & Tools
16th March 2020
Co-browsing allows banks to offer advice remotely to customers. Advisors can join customers in their browsing sessions in real time. Together, they can browse the web, applications, or documents, and...
Client Engagement & Management Digital Platforms & Tools
9th March 2020
Today’s consumer expects efficiency and convenience. Banks need to adapt, stepping up and offering them a streamlined online experience. Going digital improves conversion rates and response times and reduces support...
Client Engagement & Management Digital Platforms & Tools
4th March 2020
Luc Haldimann (CEO) and Jens Rabe (COO) explain on a live demo the Unblu Conversational Platform for Financial Services. Unblu platform allows banks and insurance companies to serve customers digitally......
Client Engagement & Management Digital Platforms & Tools
24th February 2020
Consumer demands have evolved in recent years. Today, the customer wants convenience, speed, and efficiency - and digital channels can fulfill this demand. Chatbots are just one example. 43% of...
Client Engagement & Management Digital Platforms & Tools
18th February 2020
Unblu Conversational Platform for financial services
Client Engagement & Management Digital Platforms & Tools
17th February 2020
The boom in automatic solutions shows no sign of stopping and artificial intelligence is beginning to play an increasingly important role in banking customer service. One example is the rise...
Client Engagement & Management
10th February 2020
The Swiss software company Unblu, a leader in supporting client-advisor conversations, will introduce their latest product offering at Finovate Berlin on the 12th of February. Unblu Conversational Platform allows banks...
Client Engagement & Management Digital Platforms & Tools
10th February 2020
Today’s customers prioritize convenience and ease. This is why they want to conduct banking operations digitally. But while they value online solutions, they’re not yet ready to say goodbye to...
Client Engagement & Management Digital Platforms & Tools
24th January 2020
Digital innovation brings with it the ability to self-serve and become more independent of the financial advisor, according to Jens Rabe, COO at Unblu. But customers don’t want to feel...
Client Engagement & Management Digital Platforms & Tools
17th January 2020
Chatbots are just one way artificial intelligence is becoming mainstream. In banks, customer service departments can use them for a faster and more efficient experience. Chatbots free up advisors; 64%...
Client Engagement & Management Digital Platforms & Tools
10th January 2020
As banks transition to provide a digital banking experience, it’s important to remember that customers continue to value the human aspect of banking. Banking is about trust, and while digital...
Client Engagement & Management Digital Platforms & Tools
16th December 2019
It’s no secret that technology is transforming how we live. Customer service is no exception. Innovations in technology - such as co-browsing, live chat, and video calls - are empowering...
Client Engagement & Management Digital Platforms & Tools
13th December 2019
The days of customer service being just a hand-shake and a quick chat are long gone. How banks interact with customers has been transformed by advances in technology. But in...
Client Engagement & Management Digital Platforms & Tools
9th December 2019
As automation of services gains pace, artificial intelligence has a significant role to play and its reach extends to digital banking. Take chatbots, for example. They can offer relevant advice...
Client Engagement & Management Digital Platforms & Tools
29th November 2019
When harnessed to optimize the customer experience, innovations in technology - such as AI or analytics - allow banks to deliver meaningful conversations. Technology has the potential to make banking...
Client Engagement & Management Digital Platforms & Tools
19th November 2019
Automation has the potential to transform digital banking, bringing many advantages such as freeing up advisors to concentrate on more complex inquiries. An important example of artificial intelligence in banking...
Client Engagement & Management Digital Platforms & Tools
14th November 2019
Make customer conversations meaningful in private banking.
Client Engagement & Management Client Onboarding & Identity Verification
29th October 2019
Banking is all about trust. By delivering a world-class service that offers customers relevant and meaningful advice, banks can minimize drop-offs, improve conversion rates, and increase customer loyalty. However, providing...
Client Engagement & Management Digital Platforms & Tools
23rd October 2019
Live chat should allow customers to find answers to their questions within seconds of visiting a website. But this isn’t always the case. When dealing with a chatbot, customers receive...
Technology Strategy & Consulting
18th October 2019
In the last year, banks have spent over a trillion dollars on “let’s change the bank” digital initiatives – US$1.3 trillion to be exact. Yet, it is estimated that 70%...
Client Engagement & Management Client Onboarding & Identity Verification
15th October 2019
Having to travel to your bank branch to meet with an advisor can be a real pain. Connecting instead with your bank via video chat provides an easy solution. Video...
1st October 2019
Basel, 01.10.2019. The Swiss-based software vendor Unblu has announced the addition of three new members to its Board of Directors: Mr. Marcel Nickler and Dr. Andreas Sturm as non-executive members and...
Client Engagement & Management Client Marketing & Prospecting
18th September 2019
Live chat has the potential to dramatically improve customer service delivery and sales. It enables prompt support and the chance to chat with customers in real time without significant extra...
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...
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...
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...
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...
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...
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...
Client Engagement & Management Digital Platforms & Tools
22nd July 2019
Welcome to the fourth of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, Unblu. In this video, Chief Operating Officer, Jens Rabe, talks us through: The solution’s deployment model Why...
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...
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...
Client Engagement & Management Digital Platforms & Tools
15th July 2019
Welcome to the third of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, Unblu. In this video, Chief Operating Officer, Jens Rabe, talks us through how the firm is...
Client Engagement & Management Digital Platforms & Tools
8th July 2019
Welcome to the second of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, Unblu. In this video, Chief Operating Officer, Jens Rabe, provides us with: A general overview of...
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...
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...
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...
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...
Client Engagement & Management Digital Platforms & Tools
13th March 2019
Discover how secure messenger, combined with the rest of elements that make part of the unblu suite will increase the quality and efficiency of private banking advice.
Client Engagement & Management Digital Platforms & Tools
8th March 2019
Welcome to the first of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, Unblu. In this video, Chief Operating Officer, Jens Rabe, talks us through: A brief...
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...
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...
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,...
Client Engagement & Management Digital Platforms & Tools
13th December 2018
Jens Rabe, our COO, explains how unblu is helping banks to improve customer experience by adding conversational interfaces to their digital channels.
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...
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...
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...
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...
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...
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...
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...
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.
Client Engagement & Management Digital Platforms & Tools
1st January 2018
FinTECHtalents 2018 interview with Jens Rabe, COO, unblu
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