Enabling financial institutions to deliver digital in-person experiences
Financial Institutions can now access Unblu’s Conversational Platform via the Q2 Innovation Studio.
Engagement on a whole new level
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.Learn more
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.Learn more
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 more
160+ implementations in the Financial Industry
Balance automation and human advice on your existing digital channels and self-service applications.
Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together.
Insurance companies that offer consistent customer experience grow faster and are more profitable.
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.
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.
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
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.
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.
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
Keep customers up to date with secure in-app text messaging
The support your customers love. Collaborate and help customers quickly with Live Chat.
A quicker, cost-effective way to connect with customers.
View and interact with a customer’s browser in a compliant way— no download required.
Draw the customer’s attention to what you want them to see — all in real time.
Be more efficient by sharing, navigating, and signing documents together.
Unblu is excited to further its engagement with the Swiss Post by enabling WhatsApp as the latest support channel for Swiss Post customers to receive guidance and support.
Financial Institutions can now access Unblu’s Conversational Platform via the Q2 Innovation Studio
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
Wealth Dynamix today announces they have partnered with Unblu to integrate their secured conversational multi-channel platform to Wealth Dynamix Client Lifecycle Management solutions offering new ways of engaging with High Net Worth end-clients.
Download a PDF version of our Product Guide