AI-Powered Workbench
The key to advisor productivity
Turn customer engagement into a fine art with AI-powered tools – before, during, and after every interaction.
Gain insights and prepare
Enhance advisor efficiency, reduce prep time, and foster deeper, more relevant client conversations.
360° Client Dashboard
Advisors can seamlessly prepare for client meetings with a comprehensive dashboard of past interactions, client profiles, and sentiment insights – facilitating tailored, high-value engagements.
Engagement overview
Offer a quick summary of past interactions, ensuring financial advisors start each meeting with full context.
Sentiment analysis
Analyze client sentiment to provide actionable insights for more personal conversations and deeper engagement.
Agendas and reminders
Automate meeting preparation with AI-generated agendas, outstanding action points, and personalized follow-ups.
Communicate with confidence
Increase productivity, ensure consistent service quality, and improve real-time decision-making for both advisors and customer support teams.
Bot Sidekick for AI-assisted support
Empower advisors and customer support teams with Gen AI, delivering precise, context-aware suggestions. Receive instant assistance and maximize the value of your existing knowledge base – with an added human touch.
Real-time call and text translation
Break down language barriers with AI-powered live translation in messaging, video meetings, and voice interactions.
Automated tasks delegation
Regain valuable time. Seamlessly delegate routine tasks – such as document processing, appointment scheduling, or compliance checks – allowing financial advisors and support teams to focus on meaningful client interactions.
Simplify the follow up
Seamlessly connect AI with your banking ecosystem to enhance self-service.
Meeting recordings and summaries
Capture and summarize with meeting notes, retaining full transcripts for compliance needs.
Task management
Effortlessly track action items, set automated reminders, and streamline post-meeting workflows.
Integration
Deliver intelligent, always-available support across multiple channels.
Frequently asked questions
How does AI enhance customer collaboration in wealth advisory?
AI enhances collaboration by managing the administrative layer of advisory relationships. Within the Unblu Workbench, it can summarize meetings, generate follow-up actions, and suggest documents or next discussions. This frees advisors to focus on meaningful engagement using Unblu's collaborative tools, such as Co-Browsing, Co-Apping, and Document Collaboration, creating a seamless, high-touch experience that combines digital convenience with human trust.
What are the security and compliance features of the AI-powered Workbench?
The AI-powered Workbench is part of the overall Unblu Digital Client Interaction Platform, which places security at its core. The Unblu platform meets the highest international security standards, including ISO 27001:2022 and SOC 2 Type 2, and undergoes regular testing. All interactions between advisors/agents and clients/customers are securely stored and easily accessible according to regulatory requirements.
How does AI improve real-time decision-making for advisors?
AI improves real-time decision-making for advisors by offering the exact information they need, exactly when they need it. The AI Virtual Agent draws on the financial organization's own knowledge base, LLM, or website, ensuring that the information it offers is up to date and actionable. This speeds up the time that it takes for advisors to assess the situation and make a decision.
What are the benefits of using AI Virtual Agents in financial services?
Unblu's AI Virtual Agents and Workbench tools reduce administrative workload while elevating the quality of client interactions. They provide advisors and agents with instant, compliant access to relevant data, helping resolve client requests faster. This allows advisors to focus on personalized, high-value advisory and relationship building, driving efficiency, customer satisfaction, and long-term loyalty.
What integrations are available with the AI-powered workbench?
The AI-powered Workbench integrates seamlessly into the financial ecosystem. Unblu partners with leading platforms such as Avaloq, Backbase, Objectway, Wealth Dynamix, Broadridge, and BNY Pershing, as well as major CRMs and core banking systems. Through open APIs and flexible architecture, the Workbench connects securely with existing IT landscapes, enabling smooth data exchange, simplified deployment, and a unified advisor workspace.
How can AI simplify follow-up actions in banking?
AI within the Unblu Workbench streamlines post-interaction tasks by identifying follow-up actions, scheduling next steps, and generating contextual summaries after calls or chats. It can assist with document preparation, compliance verification, and appointment coordination, all within the secure Unblu environment.
What features does the Bot Sidekick provide for AI-assisted support?
Unblu's Bot Sidekick supports advisors and customer service agents by providing AI-assisted responses and insights drawn from verified sources such as FAQs, websites, or internal knowledge bases. It can summarize content, suggest context-aware replies, and surface next-best actions directly within the advisor interface. Human agents always remain in control – reviewing and personalizing responses before sending – ensuring accuracy, compliance, and a consistent client experience.
