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Category: Unblu Platform
Secure instant messaging in banking

Convenience vs. compliance: Secure instant messaging in the financial services industry

Convenience vs. compliance – secure instant messaging shouldn't be one or the other in the financial services industry.
Private Banking, Secure Messenger, Unblu Platform, Wealth Management

Co-Browsing best practices to improve customer experience

Leveraging Co-Browsing best practices can take your customer service experience to the next level and increase profit as a result.
Co-Browsing, Conversational Banking, Unblu Platform

Co-Browsing vs. Screen Sharing: what’s the difference?

Co-Browsing vs. screen sharing – while similar, Co-Browsing offers financial institutions a more collaborative and safer experience.
Co-Browsing, Conversational Banking, Unblu Platform

How to use Co-Browsing to boost loan applications

Discover how Co-Browsing ensures customers get access to human support during the entire loan application process.
Co-Browsing, Conversational Banking, Unblu Platform

Live chat: what is it and why it’s important in banking

Live chat enhances customer service with powerful tech, building better relationships with your customers in a secure communication environment.
Conversational Banking, Customer Experience, Live Chat, Unblu Platform

11 customer service tips for banks and financial services

Technology combined with human expertise can help financial institutions deliver a world-class service that puts the customer first.
Co-Browsing, Conversational Banking, Customer Experience, Industry Trends, Unblu Platform

Swiss Post takes a leap forward by enabling clients to receive support via WhatsApp

Swiss Post has been working with Unblu to deploy a new means of client engagement and support. Acting as the main Swiss Post employee interface, Unblu enables diverse means of client engagement through either embedded features or dedicated APIs.
Customer Experience, Customer service, Unblu Platform

The Top 5 Digital Tools for Financial Advisors

For firms, leveraging digital can lead to high-value relationships with clients. How? Here are the top 5 digital tools for financial advisors.
Conversational Banking, Private Banking, Unblu Platform

How to create high-touch digital experiences for Credit Union members using co-browsing

How using Unblu’s co-browsing tool could create more productive conversations with credit union members and enhance the digital experience.
Co-Browsing, Conversational Banking, Unblu Platform

Why focusing on customer touchpoints diminishes a winning banking customer experience

By adopting a more customer-centric viewpoint, banks can envisage the journey as a whole and create a more positive, efficient experience.
Conversational Banking, Customer Experience, Unblu Platform