Unblu’s Video & Voice capabilities make it easy for advisers and clients to connect live – whether for a portfolio review, onboarding session, or strategic financial discussion. Conversations can seamlessly escalate from chat with a single click, or be scheduled in advance through integrations with Outlook, Google Calendar, or Microsoft Teams.

All interactions take place within the client’s authenticated environment, ensuring security and compliance with features like call recording and audit trails. During the seamless, branded session, advisers can share documents, co-browse, and collaborate in real time. AI-powered features such as live transcription and smart meeting summaries help advisers stay focused, gain access to key insights, and streamline follow-ups for enhanced productivity without sacrificing personalisation.