Talk to Bruce

Collaborate with your bank customers on their terms

Co-Browsing for web navigation

Guide customers through applications and transactions on your website or customer portal. Create a collaborative workspace in seconds.

Mobile Collaboration for in-app support

Unlock advanced features with real-time navigation and Document Collaboration inside your mobile app.

Document Collaboration for secure file review and signing

Work on contracts, agreements, and reports together. The ultimate team collaboration tool for virtual meetings.

Online whiteboard for interactive engagement

Next-level video conferences. Draw, sketch, and brainstorm ideas visually with customers and clients.

Augment chat and calls

Enjoy seamless collaboration. Advisors and customers can browse together while chatting, on a video call, or even during a phone call via PIN-based access.

Onboarding and transactions

Discover a wide variety of uses. Guide customers through applications, account setup, or self-service processes.

Secure and controlled

Define which pages can be browsed together, block sensitive fields, and ensure compliance with full transparency. Effective collaboration – without sacrifices.

Co-Apping for mobile navigation

Help customers complete in-app actions like fund transfers, wealth planning, or managing payments.

Frictionless support

No downloads needed. Advanced collaboration features ready and waiting inside your existing mobile application.

Real-time editing and review

A collaborative tool that allows advisors and clients to edit, highlight, and comment on documents together.

Secure file sharing

Maintain compliance with encrypted, authenticated document exchanges. It’s online collaboration software without compromise.

Built-in digital signatures

Clients can sign documents after logging into their portal, ensuring authentication and compliance within the collaboration platform.

Links with your current solution

Using DocuSign or similar software? No problem – our solution easily integrates with other solutions.

Sketch and brainstorm

Use drawing tools, shapes, and annotations to illustrate financial concepts.

Collaborative editing

Both advisors and customers can interact and contribute on a unified platform.

Seamlessly integrated

Launch a virtual whiteboard within Live Chat, Video calls, or Co-Browsing sessions.

Traditional screen sharing

Looking for more traditional collaboration processes? Advisors can view and guide customers through any software, application, or digital activities.

No integration required

Works instantly, even with third-party applications and external platforms.

Swiss Post Endorsment
© 2025 Unblu Inc. All Rights Reserved