Conversational Solutions for Financial Services

Founder Luc Haldimann transitions to Chief Strategy Officer, paving the way for Jens Rabe to lead Unblu as CEO into its next phase of strategic momentum and market-driven innovation BASEL, SWITZERLAND – 27.11.2025 – Unblu, the leading conversational engagement platform for financial services, today announced that Jens Rabe will become its new Chief Executive Officer effective January 2026. The transition follows a leadership evolution initiated by founder and Co-CEO Luc Haldimann, who steps into the newly created role of Chief Strategy Officer (CSO) after nearly two decades at the helm. This progression reflects a natural and carefully prepared handover between two long-standing leaders who have shaped the company’s success. Rabe’s appointment marks the culmination of years of close collaboration between the two executives. Having joined Unblu as an investor and Chief Marketing Officer, later serving as COO, and ultimately sharing Co-CEO responsibilities with Haldimann, Rabe has played a central role in scaling Unblu globally and building the company’s operational strength. His move into the role of sole CEO represents a logical next step in Unblu’s leadership continuity. Luc built Unblu from the ground up and shaped it into an internationally respected technology leader. Working alongside him has been a privilege, and I’m grateful for his trust as we take this next step. As CEO, I look forward to continuing the collaboration with Luc in his new strategic role to ensure Unblu remains at the forefront of secure, human-centered digital engagement. Jens Rabe, Chief Executive Officer at Unblu Haldimann, who founded Unblu in 2008, will transition into the CSO position to focus his full attention on long-term strategic direction, emerging technology shifts – including the growing impact of AI – and the development of new market and ecosystem opportunities. His decision to initiate the transition underscores his commitment to ensuring Unblu’s future growth while continuing to contribute meaningfully to the company’s vision. “After leading Unblu for close to two decades, I felt this is the right moment to dedicate myself fully to the strategy work that will guide the company through the next wave of industry transformation,” said Luc Haldimann. “AI and new digital interaction models are opening unprecedented opportunities. I am excited to concentrate on how these developments can create significant value for our clients and for Unblu’s future – together with Jens in his role as CEO.” Jens Rabe added: “Luc built Unblu from the ground up and shaped it into an internationally respected technology leader. Working alongside him has been a privilege, and I’m grateful for his trust as we take this next step. As CEO, I look forward to continuing the collaboration with Luc in his new strategic role to ensure Unblu remains at the forefront of secure, human-centered digital engagement.”  “The Board of Directors fully supports this leadership transition, which positions Unblu for continued growth and innovation. Luc Haldimann and Jens Rabe have been instrumental in shaping Unblu’s success, and we deeply appreciate their continued commitment to driving the company’s vision forward,” said Tecla Solari, Chair of the Board of Directors. About Unblu Unblu is a Swiss-based provider of secure, compliant customer interaction and collaboration solutions for the global financial services industry. Trusted by banks, wealth managers, and insurance firms worldwide, Unblu helps organizations deliver more human, efficient, and meaningful client experiences across their digital channels. Since 2022, Unblu has been part of the Swiss Post Group, benefiting from the strength and stability of one of Switzerland’s most trusted institutions while continuing to innovate independently. Founded in 2008, the company supports more than 170 financial institutions globally in enhancing their digital engagement strategies.

Partnership brings live chat, voice, video and co-browsing, directly into the AI-poweredBanking Platform. Making it possible for banks to combine seamless digital experienceswith the human touch when customers need it Backbase, the leader in AI-powered banking, announces a strategic partnership with Unblu, a pioneer in conversational engagement for financial institutions. Together, they're solving a critical challenge: transforming digital banking from a self-service utility into a trusted, human-connected experience. The partnership addresses a fundamental tension in modern banking. Customers expect seamless digital experiences, yet they value personal guidance for key financial moments. Banks that deliver only self-service lose relationships, while those that deliver both efficiency and human connection win loyalty. By embedding Unblu’s collaboration solutions into our ecosystem, banks can deliver effortless transitions from automated service to expert, one-to-one advice – helping customers feel supported all along their digital journey. Mayank Somaiya, Global VP of Marketplace at Backbase Human-digital engagement that builds trust  The joint solution brings Unblu's Conversational Engagement Platform – live chat, voice and video calling, co-browsing, and AI-powered chatbots – natively into Backbase's banking platform. The result: customers move effortlessly from digital self-service to human-assisted interactions within a single journey, while relationship managers, case workers, and frontline service agents gain complete customer context to serve them better. At the same time, banks maintain compliance and security standards across every channel. “Digital banking should never come at the expense of human connection,” said Mayank Somaiya, Global VP of Marketplace at Backbase. “By embedding Unblu’s collaboration solutions into our ecosystem, banks can deliver effortless transitions from automated service to expert, one-to-one advice – helping customers feel supported all along their digital journey.”  "We’re excited to partner with Backbase to help financial institutions deliver the kind of personal, frictionless customer experiences today’s users expect. With our combined strengths, banks can deepen relationships and accelerate their digital transformation," said Jens Rabe , Co-CEO at Unblu. "By bringing our digital interaction tools directly into the Backbase platform, we're enabling banks to build deeper relationships while maintaining the compliance and security standards they can't compromise on."  Unified employee workbench for better banking The partnership delivers a unified employee workbench that connects previously isolated capabilities across the bank's tech stack. Whether serving customers through case management, relationship management, or frontline service, bank employees get: Seamless human-digital interaction Customers complete digital journeys independently or connect instantly with bank employees via live chat, voice, video, or co-browsing – all within the Backbase platform. No siloed apps. No broken experiences. AI-enhanced productivity The partnership allows employees to automate routine tasks and surface real-time insights, freeing up time to focus on meaningful conversations. Built on Backbase's unified data foundation, advisors see complete customer context for every interaction. Consistent, compliant engagement Whether online, mobile, or in-branch, customers experience the same seamless service. Banks maintain full regulatory compliance with encrypted communications, audit trails, and data residency controls built in. The partnership unlocks immediate value across multiple use cases: Onboarding and account opening: Customers complete digital applications and connect instantly with bank employees for verification or guidance via live chat, video, or co-browsing. Wealth management: Relationship managers conduct video consultations and collaborative financial planning sessions directly within the banking experience.  Customer service: AI chatbots handle common questions and route complex cases to human agents without losing context. Hybrid branch experience: Transform branches into digital-enabled service hubs where advisors interact with clients remotely and in person. Available now  The pre-integrated solution will be available early in 2026 to Backbase customers worldwide. Financial institutions can deploy the complete suite or select specific Unblu capabilities based on their priorities. About Backbase  Backbase is on a mission to put bankers back in the driver's seat – fully equipped to lead the AI revolution and unlock remarkable growth and efficiency. At the heart of this mission is the world's first AI-powered Banking Platform, unifying all servicing and sales journeys into an integrated suite. With Backbase, banks modernize their operations across every line of business – from Retail and SME to Commercial, Private Banking, and Wealth Management. Recognized as a category leader by Forrester, Gartner, Celent, and IDC, Backbase powers the digital and AI transformations of over 150 financial institutions worldwide. See some of their stories here. Founded in 2003 in Amsterdam, Backbase is a global private fintech company with regional headquarters in Atlanta and Singapore, and offices across London, Sydney, Toronto, Dubai, Kraków, Cardiff, Hyderabad, and Mexico City. About Unblu Unblu empowers financial institutions to offer improved customer experiences and become the trusted partner in the lives of their customers. The Digital Client Interaction platform connects retail banks, private banks, and credit unions with their customers in a compliant, authentic, and meaningful way. The product portfolio offers a mix of advanced AI capabilities, collaborative digital tools, and innovative in-branch experiences.

Unblu continues to demonstrate its commitment to supporting its global network of partners and customers through active participation in key financial industry events around the world. In October, Unblu travelled to Singapore, where Javier Puga, CMO, and Paul Driver, Sales Manager UK, engaged with regional teams and customers from the Avaloq Community to exchange ideas and strengthen ongoing collaborations. Unblu was also present at the Avaloq event based in Zurich, which took place two weeks prior. Engaging directly with partners, customers, and industry leaders allows us to strengthen our relationships and ensure our solutions continue to meet the evolving needs of financial institutions worldwide. Jens Rabe, Co-CEO of Unblu Meanwhile, in London, Unblu sponsored Backbase Engage Europe 2025 on October 14–16. Davide Cogliati, Partner Manager Europe, Paul Driver, and Co-CEO Jens Rabe were present at the event to discuss how Unblu helps banks and financial institutions build stronger, more human digital relationships with their customers. “Our participation at these events is hugely important to us at Unblu,” said Jens Rabe. “Engaging directly with partners, customers, and industry leaders allows us to strengthen our relationships and ensure our solutions continue to meet the evolving needs of financial institutions worldwide.” This was further demonstrated in New York where Jens Rabe and Jeremy Barnes, Managing Director for North America, represented Unblu at the IBM FS Cloud Council. During this event, they showcased how Unblu’s secure Digital Client Interaction Solution can be deployed on IBM Cloud to deliver compliant, resilient, and scalable client engagement.  Attending these events reflects Unblu’s ongoing commitment to collaboration, innovation, and excellence, which empowers financial institutions worldwide to deliver trusted, compliant, and human-centered digital experiences.

The Customer Service Solutions Landscape, Q3 2025, examines 34 customer service solutions vendors, and Unblu was listed with an industry focus on financial services. Unblu has been recognized by Forrester, a leading global research and continuous guidance firm, in a market overview on 34 Customer Service Solutions, with a focus on market trends, use cases, market maturity, business value, and more. At Unblu, we pride ourselves on listening to our customers and building an AI-enhanced product that they actually need, want, and use. We see this customer centricity reflected in the report, which we believe also recognizes our commitment to financial services and a focus on our AI use cases. Jens Rabe, Co-CEO of Unblu The report defines Customer Service Solutions as “technologies that enable companies to serve customers – either via self-service or via an interaction with a customer service agent – before, during, and after a purchase.”  Recognition for Financial Services Expertise Unblu is acknowledged among “Notable Vendors” in the report, noted as having a focus on the financial services industry.  For the section of the report, “Vendor Focus: Top Three Extended Use Cases,”  Forrester asked each vendor included in the Landscape to select the top use cases for which clients select them and from there determined which are the extended use cases that highlight differentiation among the vendors. Unblu is shown in the report for having selected  AI agent assist, knowledge management operations, and customer self service as top reasons clients work with them out of those extended use cases.  Commitment to Financial Services Jens Rabe, Co-CEO of Unblu, has celebrated the inclusion of Unblu in the report, stating: “At Unblu, we pride ourselves on listening to our customers and building an AI-enhanced product that they actually need, want, and use. We see this customer centricity reflected in the report, which we believe also recognizes our commitment to financial services and a focus on our AI use cases.” Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester’s objectivity here . About Unblu Unblu is a Digital Interaction Platform that empowers financial organizations to develop trusting and value-generating relationships through hybrid engagement solutions. With Unblu, organizations are better able to connect with customers in a compliant, authentic, and meaningful way. The product portfolio offers a mix of advanced AI capabilities, collaborative digital tools, and innovative in-branch experiences. Visit www.unblu.com to find out more. Quotations have been taken from: The Customer Service Solutions Landscape, Q3 2025, Forrester Research, Inc, September 29, 2025.