Take pride in every customer engagement

18 SEPTEMBER 2025, ZURICH

100+
attendees
47
companies
1
community

IN COLLABORATION WITH

HIGHLIGHTED SESSIONS

Unblu as a Strategic Choice:
Our Journey and Key Metrics

Eva Fedorová showcases Tatra Bank’s introduction of Co-Apping in its mobile app, enabling secure, real-time visual guidance between advisors and clients.

This feature dramatically improved efficiency, cutting process times by 40% while achieving outstanding client and banker satisfaction scores (NPS 94, usability 92.6).

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Messenger as the Cornerstone of UNIQA’s Hybrid Client and Advisor Engagement

Frank Glück described UNIQA’s shift from sales staff using WhatsApp to a white-label Unblu Secure Messenger integrated into their mobile app and CRM, with 2,400 agents were onboarded.

The solution is now central to UNIQA’s digital customer engagement, enabling 80k+ secure conversations annually and preparing for further AI-driven enhancements.

Secure conversations made simple.

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How CMB Monaco turned a luxury wealth management experience digital

Olivier Pagès, Chief Innovation Officer and Chief of Staff at CMB Monaco, shared how the bank launched CMB Connect to replace unofficial apps and email with secure messaging and co-browsing.

The solution aims for 60% adoption, 25–35% faster onboarding, and a fully premium client experience, positioning the bank as a modern, innovative player.

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Impact & Innovation: Past to Future

David Eberlein, VP Core Product Development, and Selina Widmer, Senior Product Manager, outline how Unblu’s commitment to customer-centric product development is leading to exciting, new AI-enhanced product features.

More customer sessions coming soon

OTHER SESSIONS

Welcome to Impact Day 2025

Unblu Co-CEO Luc Haldimann welcomes attendees to Impact Day 2025 and outlines the company’s key focus – putting clients at the heart of everything we do.

From High-Touch to Tech-Enabled

This insightful panel discussion seeks to cut through all the noise to ask the question all financial services institutions want to know – what actually moves the needle and gets results?

AI Agents in Wealth Management

In this expert insight session, Santiago Walliser, Co-Founder & Expert in AI for Business, takes us right to the cutting edge of modern technology to identify how AI agents can be used in a wealth management context to get consistent, lasting results.

DORA Across Borders

Jean Didier Zotna, GRC Consultant and Hacknowledge Lux SA from Swiss Post, takes us on a compliance deep dive in today’s financial security landscape. He advocates for a compliance-driven approach to ICT risk management, TLPT, and third-party oversight under DORA to standardize digital resilience across EU and Swiss financial institutions.

PHOTO GALLERY

DISCOVER YOUR IMPACT

Get in touch

We’d love to better understand what you need to enhance your client engagement and deliver exceptional digital experiences, helping you unlock innovation, increase efficiency, and accelerate growth with Unblu.

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