Interaction Management Hub
Document Collaboration
Video & Voice
Conversational AI
Co-Browsing
Unblu Branch
Secure Messenger
Co-Apping
Unblu Cast
Engage anytime. Oportunity Everywhere
Enabling financial institutions to deliver digital in-person experiences
Engagement on a whole new level
Better advice. More revenue. Lower costs.
Taking financial advice to the next level
Unblu’s platform consists of a range of digital products designed to empower advisors to deliver digital advice that’s more personalized, flexible, and efficient. Our solution is designed for wealth managers and personnel that is looking after your customers’ well being.
Increase customer-facing time by 30%
Security is the highest priority in finance and services like the ones we use privately or for internal collaboration —while convenient—cannot be relied on to protect personal data. Unblu provides a tested solution that meets financial services requirements.
Level up your digital customer service
Unblu’s platform of products can transform the customer journey, empowering advisory, sales, and support teams to offer a more personalized, efficient, and flexible experience, boosting satisfaction and rocketing sales.
160+ implementations in the Financial Industries
Financial Focus.
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Account Management
Customer Service
Pension Consulting
Take digital experience to a new dimension
One platform. Many journeys. One Experience.
See Unblu in action
Different products for diverse needs
Texting: onboard on the go
Customer service teams can use texting to onboard customers in a way they find familiar, easy, and intuitive. For example, an advisor might share a document on messenger for the customer to complete on mobile, desktop, or in branch.
Learn more about secure messaging Learn more about live chat
Co-browsing & screen sharing: see what the customer sees
To make the process of filling in applications and signing forms more engaging and efficient, co-browsing or screen-sharing can be initiated. These digital tools allow advisors to undertake visual trouble-shooting, offering more personalized and specific advice to customers.
Learn more about co-browsing Learn more about screen sharing
Chatbot: the best of automation and human
Unblu’s chatbot API is an ideal first port of call for customers, offering assistance in the natural form of a conversation. If a customer then wants human help, they can transfer to a real advisor at any time.
Learn more about chatbot integrationEffortless integration
Unblu’s set of APIs and webhooks allow for the seamless integration of additional services such as identity verification and digital signature software to further enhance the onboarding process. The result? An enjoyable, efficient, and friction-free customer journey.
Learn more about co-browsing
