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Enabling financial institutions to deliver digital in-person experiences
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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).
Learn moreEngagement on a whole new level
Better advice. More revenue. Lower costs.
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
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
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.
Learn more160+ implementations in the Financial Industry
Financial Focus. Proven value.
Retail Banking
Balance automation and human advice on your existing digital channels and self-service applications.
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Wealth Management
Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together.
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Insurance
Insurance companies that offer consistent customer experience grow faster and are more profitable.
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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
Learn moreMember-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
More on UBS websiteCollaboration
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.Learn more
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
Learn moreBetter, 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
Learn moreCustomer 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.
Connect with secure text messaging
Keep customers up to date with secure in-app text messaging
Support with Live Chat
The support your customers love. Collaborate and help customers quickly with Live Chat.
Connect with video & voice calls
A quicker, cost-effective way to connect with customers.
Co-browse in real time
View and interact with a customer’s browser in a compliant way— no download required.
Guide with draw & highlight
Draw the customer’s attention to what you want them to see — all in real time.
View documents together
Be more efficient by sharing, navigating, and signing documents together.
Discover and learn
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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.
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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.
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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.
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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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