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.

Talk

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

Collaborate

Turn self-service browsing into a meaningful experience.

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Unblu and Directlink team up to combine Advanced AI and Conversational Banking Platform to transform digital-to-human CX

Unblu and Directlink, announced they are partnering to empower banks and credit unions to streamline multiple conversational channels and optimize efficiency across banking operations.

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Engagement 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.

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160+ 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

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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

Collaboration

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.

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 why more than 160 financial institutions trust us

Discover and learn

Nov '2223
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.
Nov '222
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.
Aug '2230
Unblu and Directlink team up to combine Advanced AI and Conversational Banking Platform to transform digital-to-human CX

New collaboration leverages leading AI to streamline multiple conversation channels and reduce friction associated with costly and fragmented customer touch points
Jul '2220
Unblu brings conversational banking with a human element to Banno’s Digital Banking Platform

Through the integration, via the Banno Digital Toolkit, Unblu is making its conversational platform available within the Banno Digital Banking Platform, enabling financial institutions to provide their customers with a humanized and holistic digital in-person experience.