Igniting success in digital sales

Establish robust digital channels to leverage the moment of truth – and develop a steady revenue stream.

Empower the people who unlock digital sales success

His Goals

As an advisor at the bank, Barry is responsible for guiding clients through financial options, assessing their needs, and recommending tailored solutions to help them achieve their homeownership or financial goals. This involves:

Empowering clients to make informed decisions
Enhancing customer satisfaction and building trust
Achieving yearly KPIs and sales targets

Barriers to success

High targets and pressure achieve KPIs
Spending too much time on administrative tasks
Dealing with multiple internal systems or performance issues

How Unblu helps Barry in his role

Secure and convenient interactions

Provide clients with expert advice in a way that mimics how they interact in daily lives – while also adhering to messaging compliance regulations

In-person experience digitally

Whether it’s an ad-hoc call or scheduled meeting, level up the experience with collaboration tools such as co-browsing and whiteboarding

Enhance advisors’s kills

Unblu’s Conversational AI can quickly comprehend client inquiries and provide financial advisors with accurate recommendations

Excellent customer service creates a baseline that makes all cross-sell or upsell opportunities possible and an omnichannel approach is essential to achieve this. We need to be where the customer wants to interact and provide a variety of options based on preference. This is what Unblu helps us to do.”

Michal Plzak

Head of Digital Banking at Raiffeisenbank, Czech Republic

Read the Case Study

Driving digital sales in every context

Unblu’s digital interaction tools have been shown to boost customer satisfaction and digital sales in…

Retail Banking

Corporate Banking

Insurance

Trusted by over 170 financial institutions worldwide

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