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The Conversational Platform for Financial Services

Level up your digital customer service. Over 160 financial institutions worldwide trust us.

 

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Text Text

Text

Keep in touch with customers through a natural and ongoing conversation. Unblu's texting channel is designed for the rigorous security demands of the financial services industry.
Talk Talk

Talk

Save customers a trip to the branch. Build a positive relationship by connecting with them in a personal and intuitive way. 
Collaborate Collaborate

Collaborate

Turn self-service browsing into a collaborative experience. During a conversation, advisors can use existing websites and documents together with their clients.
Taking financial advice to the next level

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.

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Online meetings that are secure and meaningful

Online meetings that are secure and meaningful

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. 

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A platform that levels up your digital customer service.

A platform that levels 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.

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The ultimate customer experience starts with creating genuine personal relationships

Unblu features take conversations to a new level of engagement. With one click, customers choose how they want to interact, and can switch channels when it suits them.

Support with Live chat

Collaborate and help customers quickly with Live Chat.

Connect with secure text messaging

Keep customers up to date with secure in-app text messaging

Co-browse in real time

View and interact with a customer’s browser in a compliant way— no download required. 

Connect with video & voice calls

A quicker, cost-effective way to connect with customers.

Guide with draw & highlight

Draw the customer’s attention to what you want them to see — all in real time.

View documents together

Guide customers through products more efficiently by sharing and navigating documents and websites together.

Discover why more than 150 financial institutions trust us

50% Reduction in customer support call costs

4x Increase in scheduled client meetings compared to in-branch

90% Propensity to recommend from your customers

Discover and learn
  1. The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities

    The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities
  2. What do affluent clients expect from future-proof private banks?

    What do affluent clients expect from future-proof private banks?
  3. Are your push notifications getting ignored? It's time to segment your customers differently

    Are your push notifications getting ignored? It's time to segment your customers differently
  4. 6 key features of future-ready private banking digital platforms

    6 key features of future-ready private banking digital platforms
See all Blog Articles

See Unblu in action

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