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Reinvent customer relationships

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Secure Messenger

Empower your client relationships by securely exchanging ideas, information, and documents, fostering trust and collaboration. Strengthen connections to scale AUM growth while enhancing operational efficiency and allowing advisors to focus on their core activities. All within a secure and compliant environment designed to safeguard your success.

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Video & Voice

Securely exchange ideas, information, and documents to build stronger client relationships.

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Co-Browsing

Unblu’s Co-Browsing transforms customer service and advice by enabling agents to securely guide users in real-time, improving efficiency and enhancing trust. Unlike screen sharing, it ensures privacy while streamlining issue resolution, elevating customer satisfaction with seamless and compliant collaboration​​​.

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Interaction Management Hub
Conversational AI
Video & Voice
Co-Browsing
Document Collaboration

More Sales

4x

Digital Sales Conversion

Improved CSAT

4.7/5

Average satisfaction

Higher efficiency

Chatbot success rate

Generative AI

Combine AI and human interactions to enhance customer relationships over digital channels and beyond.

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In-App Secure Messaging

Securely exchange ideas, information, and documents to build stronger client relationships.

Customer Collaboration

The ultimate in remote visual collaboration to better support, advise – and generate additional revenue.

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Hybrid branches

Our interactive, on-site solution is cost-effective, profitable, and provides customers with a broader service offering at any location.

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Customer Service Financial Advice Branch Managers

The strictest security measures for complete peace of mind

Secured authentication

Native call solution

Communication recording

Data security standards

Flexible deployment options

Data Loss Prevention (DLP)

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