Live Chat
Live support for banking customers
Seamless, AI-driven customer engagement with secure, interactive messaging.
AI-powered efficiency
Scale support and reduce wait times by automating routine tasks, freeing your experts to focus on the high-touch moments that require human empathy.
Automated instant resolution
Resolve up to 80% of routine queries instantly with 24/7 AI, freeing your experts to handle the high-value, complex moments that matter most.
Boost agent productivity
Accelerate resolution times by equipping agents with AI-driven suggestions and instant insights, ensuring no customer is left waiting for an answer.
Live text translation
Increase agent confidence and customer satisfaction with real-time translation, ensuring every retail interaction is clear, regardless of language.
Enhanced digital communication
Empower agents and satisfy customers with intuitive messaging tools that make every interaction clear, personal, and secure for faster resolution.
Expressive interaction tools
Eliminate miscommunication and boost engagement using rich text, threaded replies, and reactions to make every customer interaction clear and human.
Secure file exchange
Maintain momentum and ensure data safety by exchanging sensitive documents directly within the chat, removing the need for risky, external channels.
Convenient voice messaging
Add a personal touch and save customer effort by allowing them to send voice messages, ensuring clarity and speed when typing isn't an option.
Unified brand experience
Build trust and eliminate journey friction by delivering a consistent, fully branded messaging experience across every digital customer touchpoint.
Reinforce brand trust
Ensure a seamless customer experience by aligning your chat interface with your brand identity across your website, client portal, and mobile app.
Seamless channel elevation
Resolve complex retail queries faster and reduce customer effort by transitioning instantly from Live Chat to a secure voice or video call.
Integrated visual resolution
Empower agents to resolve any roadblock by elevating Live Chat to Co-Browsing or Document Collaboration for high-touch, real-time guidance.
Drive superior agent outcomes
Ensure every retail customer gets expert help by allowing agents to collaborate internally and share context without disrupting the chat journey.
Instant expert collaboration
Resolve complex issues in one session by inviting specialists or forwarding chats to the right team without losing momentum or client context.
Real-time advisor coaching
Improve service quality and agent confidence with supervisor assistance and hidden participation, providing support without interrupting the client.
Complete journey visibility
Empower agents to deliver personalized support by providing a full view of previous interactions or conversation summaries, ensuring a continuous and seamless client journey.
Efficiency impacts profitability
“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.”
Security and compliance at the core
Ensure security, privacy, and regulatory compliance on every communication channel – and with every interaction.
Message and file interceptor
Benefit from seamless integrations with external DLP applications to detect and prevent sensitive or restricted content before it enters the chat.
Secured access control
Granular permissions ensure compliance by restricting access based on role and conversation sensitivity.
Accessible chat tools
Make Live Chat fully accessible for all users, and be compliant with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards.
Customer identification
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk. Essential features that align with your tech stack.
Frequently asked questions
How does Unblu integrate with existing financial service platforms?
Unblu integrates natively with core banking and CRM platforms such as Avaloq, Backbase, Objectway, Wealth Dynamix, BNY Pershing, Broadridge, and Salesforce. Through APIs, Webhooks, and Bot Actions APIs, it connects seamlessly to existing workflows, enabling message archiving, CRM data synchronization, and automated actions directly within conversations.
How can financial advisors use messaging platforms effectively?
Financial advisors use Unblu Messaging to maintain continuous, contextual client relationships. Asynchronous and breakout-thread capabilities allow multiple discussions to occur securely within a single relationship thread. Advisors can share documents, follow up via mobile, or escalate interactions to video or Co-Browsing – all while preserving the audit trail for compliance and ongoing advisory support.
What is the role of AI Virtual Agents in customer service?
Unblu's AI Virtual Agents deliver 24/7 self-service, resolving up to 80% of common customer queries instantly. For complex cases, the AI seamlessly hands off to human advisors. Meanwhile, AI-Powered Agent Assistance provides real-time insights and knowledge suggestions, while live AI translations enable smooth multilingual communication across 30+ languages.
How does Unblu ensure security and compliance in messaging?
Unblu's Secure Messenger adheres to ISO 27001:2022 and SOC 2 Type 2 standards, with end-to-end encryption and full message traceability. It integrates with enterprise-grade DLP tools and external archiving systems to support audit, data retention, and regulatory compliance. With deployment options in the Unblu Financial Cloud, hybrid, or on-premise environments, all customer data remains secure and compliant.
What is an omnichannel messaging platform?
"Omnichannel" refers to the various methods or points of contact that customers have when communicating with a business. Unblu's omnichannel messaging platform enables seamless communication across chat, voice, and video – connecting customers and advisors in real time or asynchronously. Unblu Spark supports Secure Messenger, Live Chat, and connectors like WhatsApp. Advisors can switch between channels or escalate a chat into a Co-Browsing or video session.
