One platform for every customer interaction – built for financial services
Connect on any channel, collaborate with expert tools,
orchestrate the workflow, and maximize productivity.
Communication
Engage naturally, wherever they are
Maintain a trusted dialogue
Build lasting relationships through encrypted, compliant messaging that lets clients reach their advisor whenever they need expert financial guidance.
Personalize every digital interaction
Bridge the physical distance with high-quality face-to-face calls, transforming standard digital transactions into meaningful, advisory-led human connections.
Real-time expert assistance
Provide immediate, personalized support during critical decision-making moments, ensuring your customers never feel alone on their digital banking journey.
Maximize agent and advisor reach
Empower contact centers to serve in-branch customers efficiently while providing instant, remote access to specialized financial advisors everywhere.
Collaboration
Work together, in real-time
Seamless, secure visual guidance
Join your clients directly within your digital platform to provide instant, visual support that turns confusion into clarity.
Support where they are
Provide expert, side-by-side guidance directly within your mobile banking app, helping customers navigate complex journeys without ever leaving the platform.
Navigate complex documents together
Review, edit, and explain complex financial documents in real-time, building client confidence and accelerating the path to signature.
Browse the web together
Extend your expertise beyond your website by guiding clients through any online resource in a shared, secure desktop browsing session.
Efficiency
Maximize the value of every interaction
Stay present in every conversation
Focus entirely on the client while AI handles note-taking, delivering accurate summaries that ensure no detail is ever forgotten.
Communicate with ease
Create an inclusive experience with real-time captions and translations, ensuring every client feels heard and understood, no matter their native tongue.
Instant intelligence for teams
Equip agents and advisors with real-time answers to accelerate resolutions and provide expert guidance without interrupting the conversation's flow.
Perfect every client message
Ensure professional, clear, and empathetic communication with AI-powered assistance that helps advisors strike the perfect tone in every interaction.
Orchestration
Master the flow of conversation
Automate complex client journeys
Trigger personalized business processes that guide clients through required steps, ensuring a smooth transition from automated tasks to human expertise.
Contextual data engine
Utilize real-time session data, conversation history, visitor metadata, and agent availability to steer flow transitions with full context awareness.
The right expert, right away
Automatically recognize client intent to ensure immediate routing to the best-qualified agent or advisor for every unique request.
Harness advanced AI intelligence
Advanced language models enhance advisor productivity and provide automated client interactions that are natural, intelligent, and contextual.
Efficiency
Maximize the value of every interaction
Case studies
UNIQA: Improving customer engagement in insurance with messaging tools
“Great feedback from our sales agents – customers love having an easy, secure way to reach us.”
Franz Glück
Product Owner at UNIQA
Private Banking: Dedicated interaction capabilities for an enhanced HNWI advisory experience
“Our bank is known in Paris as the private bank with the best and most complete investment paper reporting.
We want to carry our legacy over to the digital space, which is one of the reasons we chose Unblu for handling advisor/client conversations. A lot of configurations are possible, making this channel appear tailored to the bank.”
Director of Client Experience
Raiffeisenbank steigert Produktkonversion mithilfe von Unblu
“Ausgezeichneter Kundenservice schafft eine Basis, die sämtliche Cross- und Upsell Optionen möglich macht, und ein Omnichannel-Ansatz ist dafür unerlässlich. Wir müssen dort sein, wo der Kunde interagieren möchte, und eine Vielzahl von Optionen je nach Vorliebe anbieten. Genau dabei hilft uns Unblu.”
Michal Plzak
Head of Digital Banking
PostFinance: Der Weg eines langjährigen Unblu-Kunden zu einer Reife im Bereich der Konversationen mit Kunden
“Wir nutzen Unblu seit über 7 Jahren und heute führen wir monatlich über 20.000 Konversationen.”
Mike Koller
SME Sales & Operational Excellence at PostFinance
Hervorragender Kundendienst
“Unsere Kombination aus Chatbot und Live-Chat hat sich in den letzten Jahren als sehr erfolgreich erwiesen. Die Einführung von asynchronem Messaging wird unserem Unternehmen einen noch grösseren Vorteil zur Steigerung der Kundenzufriedenheit bringen.”
Raphael Tanner
Lead Conversation Design & IA Content Management
Bessere Kundenbetreuung durch weitere Kommunikationskanäle
“Die Integration von Live-Chat und Co-Browsing hat unsere Fähigkeit, eineneffizienteren und qualitativ hochwertigeren Service zu bieten, verbessert. Indem wirdiese digitalen Kanäle zusätzlich zu den physischen zur Verfügung stellen, bringenwir unsere Nähe zu den Kunden zum Ausdruck.”
Nicola Andreetta
Head of supportoATTIVO
Human Collaboration as a Strategy with Maurice Lisi
“We are going to combine two different things. AI with HI that I’m going to call ‘human intelligence’. And the goal for us is to deliver a new banking experience.”
Maurice Lisi
Head of Digital Banking
How CMB Monaco turned a luxury wealth management experience digital
“Unblu Secure Messenger helps us provide our clients with a 100% premium experience. Unblu is a gamechanger.”
Olivier Pagès
Chief Innovation Officer and Chief of Staff at CMB Monaco
Becoming a leader in digital banking customer experiences
“This was really amazing. I like to say that 20 out of 20 bankers recommend us.”
Eva Fedorová
Product Owner at Tatra banka
