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Engage anytime. Opportunity everywhere.

Enabling financial institutions to deliver digital in-person experiences

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Keep in touch with customers through a natural and ongoing conversation.

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Save customers a trip to the branch without losing the human touch.

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Turn self-service browsing into a meaningful experience.

Unblu achieved SOC 2 Type 2 compliance

Unblu achieved SOC 2 Type 2 compliance

Carried out by leading financial services auditing firm BDO, the report offers an independent and thorough assessment of the effectiveness of Unblu’s information security controls, based on the Framework defined by the American Institute of Certified Public Accountants (AICPA).

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Engagement on a whole new level

Better advice. More revenue. Lower costs.

Put an advisor in your customer's pocket

Put an advisor in your customer's pocket

The Unblu Platform includes core digital capabilities that empower advisors to provide personalized digital advice - flexibly and efficiently. Our solution is designed for wealth managers and personnel who are looking after your customer’s financial plans.

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Increase customer-facing time

Increase customer-facing time

Security is a top priority in finance. While convenient, the collaboration tools we use privately, or for internal collaboration - cannot be relied on to protect personal data. Unblu provides a proven solution that meets the security requirements of financial services.

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Level up your digital customer service

Level up your digital customer service

The Unblu Platform transforms the customer journey by giving advisors, sales and support teams the digital tools that enhance their performance - resulting in increased satisfaction, and a more personalized experience for your customers.

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160+ implementations in the Financial Industry

Financial Focus. Proven value.

Using Unblu's Conversational Platform, we can provide our clients with a way to support and guide members at every step of their digital journey.

Dean Rathwell, General Manager, Digital Banking

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Member-Centric Experiences

Celero, a leading provider of digital technology and integration solutions to credit unions and financial institutions across Canada, has chosen Unblu’s Conversational Platform to enable their credit union clients to deliver member-centric experiences via digital channels that are as equally engaging as those within the credit union branch.

Sometimes customers have questions they are not quite sure how to formulate. This is why we offer co-browsing.

Chris Einsele, Head Client Advisor Channels at UBS

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During a co-browsing session, your client advisor telephones with you and is able to take a quick look at what you can see in E-Banking. They can then discuss new investment ideas and the latest research information with you or optimize your portfolio growth directly.

As a key part of our digital banking initiatives, Unblu’s co-browsing has enabled us to provide unrivalled customer support.
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Human Touch

Using Unblu ’s Co-Browsing, the bank introduced the human touch to digital channels, turning a self-service interaction into a personal exchange and the potential for additional revenue.

Thanks to Unblu, we can support our customers even better, faster and easier. Moreover, we are overcoming current barriers and creating a human interaction digitally as well.

Pierangelo Campopiano, CEO of Smile

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Better, Faster, Easier

Smile integrated Unblu's technology on its website and Smile app in a very short time. In these places, the online insurance company offers its customers a wide variety of digital insurance solutions.

Video Banking is another market-first for QIB, which merges the online and offline world, taking our digital customer experience to a new level.

D. Anand, QIB’s General Manager – Personal Banking Group

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Customer Experience

With Unblu’ Video & Voice, Chat and Mobile Co-browsing capabilities added to QIB mobile App, clients will be able to benefit from a Video Banking service.

Take digital experience to a new dimension

One customer. Many journeys. One platform.

Discover why more than 160 financial institutions trust us

Discover and learn

  1. Unblu achieved SOC 2 Type 2 compliance

    Unblu achieved SOC 2 Type 2 compliance

    Following an independent audit, Unblu’s Conversational Engagement Platform achieves SOC 2 Type 2 Compliance, the most up-to-date information security certification available.

  2. Unblu announces partnership with digital Innovator Clinc AI

    Unblu announces partnership with digital Innovator Clinc AI

    Unblu partners with US-based company Clinc to deliver groundbreaking, AI-driven digital solutions for banks and credit unions.

  3. Unblu acquires adiacom, a Swiss-based SaaS provider specialized in video and remote advice solutions for highly regulated industries

    Unblu acquires adiacom, a Swiss-based SaaS provider specialized in video and remote advice solutions for highly regulated industries

    Unblu has announced the acquisition of the Swiss-based SaaS provider adiacom. Based in Aarau, adiacom is highly specialized in developing and implementing video and remote advice solutions for highly regulated sectors such as banking, insurance and government.

  4. Unblu announces strategic partnership with Swiss Post

    Unblu announces strategic partnership with Swiss Post

    Swiss Post has acquired a majority stake in Unblu. The Basel-based company will become an independent subsidiary of Swiss Post, and will continue to operate as an autonomous company after the majority investment.

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    8 tips to ensure customer experience success for insurance companies

    Wondering how to improve customer experience in an insurance context? Here are the most important areas you need to focus on for long-term success.

    Shifting demographics: Understanding new wealth management client expectations

    To ensure ongoing success, firms need to meet wealth management client expectations. But who are the new demographics and what do they care about?

    The 5 most important customer experience trends in banking in 2023

    Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important in 2023.
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