Conversational Solutions for Financial Services

Unblu is a Swiss software company, founded in 2008, that helps the world’s leading banks and insurance companies to improve customer experience and boost transactions. Unblu has been part of Swiss Post Ltd since November, 2022.

Our mission

Our mission is to develop software for financial services institutions which enables meaningful conversations between financial service providers and their customers. We work hard, we laugh, never stop learning and celebrate our success together. Take a look behind the scenes at Unblu and meet the team. If you like what you see we are hiring!

More than 15 years partnering with financial institutions

Unblu has been working for over 15 years in the financial space. We have helped with over 150 banking and financial service implementations worldwide, including projects for UBS, Deutsche Bank and Intesa Sanpaolo. Unblu is the only Conversational Platform with reference implementations and partnerships with leading banking system companies including Temenos, Avaloq, Q2, Backbase, Ebankit, and more.

Our leadership team

Global Expertise, Regional Impact

Luc Haldimann

Co-CEO

Jens Rabe

Co-CEO

Mirko Tschäni

Chief Technology Officer

Mark Faris

Chief Financial Officer

Elena Gilota

Chief Legal Officer

Javier Puga

Chief Marketing Officer

Ramona Swadling

EVP Human Resources

Hakan Kocabeyoglu

EVP Product
Reto Ackermann

Reto Ackermann

VP Finances

David Eberlein

VP Core Product Development
Michael Gysel

Michael Gysel

VP of SRE

Arnold Christe

RVP Consulting Services EMEA

Jeremy Barnes

RVP Consulting Services North America

Matthias Piston

RVP Sales Europe

Normand Tessier

RVP Sales North America

Philippe Ehrsam

RVP Sales DACH
  • Unblu has been a great place to work. The variety and autonomy I desire coupled with a passionate organization that is driven to succeed.

    Brad Amberley

    Pre-Sales Engineer/Solution Consultant Canada
  • The countless opportunities to learn everyday, the diversity of my work and last but not least the great people I work with. I like how supportive my team members are and how they are ready to help everyone who needs support, anytime.

    Mihaela Vlahovska

    Graphic Designer Bulgaria
  • The open-minded and diverse culture is great. And I really appreciate that my research influences the development of the product. We are all working on the same goal and we have a great team spirit.

    Sabine Mangold

    UX researcher Switzerland
  • I used to be a nomad, changing my career constantly after a certain amount of time.
    After nearly two years with Unblu, I’m not feeling bored anymore and enjoy doing my work every day.
    I think it’s because of the amazing, talented, dedicated and caring people at Unblu.

    Deyang Khamritshang

    Business Project Lead Switzerland
  • A top-notch product and a diverse global team of superstars are what make Unblu special. You feel welcomed and your colleagues are ready to help you out at a moment’s notice. Be it technical expertise or non-technical expertise, there is always something new to learn and share at Unblu. My steepest learning curve so far.

    Anirudh Choudary

    Service Delivery Consultant/ Technical Project Manager Switzerland

News

Unblu received the award at the Private Banking and Wealth Management Conference & Awards 2024 held in London on June 11. Unblu has been named as the “Outstanding Front-end Digital Solutions Provider,” at the Private Banking and Wealth Management Conference & Awards 2024, held in Park Plaza Victoria London.  Organized by Arena International Events Group, the annual conference brought together over 200 attendees from the private banking and wealth management sector. It included a black-tie gala awards dinner dedicated to celebrating the work that companies and organizations are doing in the industry.  The awards represent the full spectrum of progress taking place in wealth management, with categories to celebrate topics such as client engagement, the role of women in wealth, philanthropic activities, and much more.  Unblu, as a leading Digital Client Interaction Solution, was nominated under the category of  “Outstanding Front-end Digital Solutions Provider,” where it was selected from among a total of five finalists.  This award – apart from being a great honor – validates the hard work and ingenuity of our entire team to keep moving forward and delivering the exceptional. Jens Rabe, Co-CEO at Unblu “At Unblu, we strive to offer the most complete interaction platform for the wealth management and private banking industry,” said Jens Rabe, Co-CEO at Unblu. “This award – apart from being a great honor – validates the hard work and ingenuity of our entire team to keep moving forward and delivering the exceptional.”  Before the awards ceremony, the event featured industry panel discussions and insightful addresses. This year, the conference agenda covered a number of key discussion points, including banking strategy, client relationship management, investment market trends, and digital innovation. The full list of awards can be found 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.

The Forrester Wave report places Unblu in the Digital Customer Interaction Solution (DCIS) category and highlights the platform’s unique contributions to the financial services space. Unblu has been recognized by Forrester as the best fit for financial services institutions who want to “foster digital-first customer relationships on compliant messaging channels”. Forrester Wave is a proprietary methodology carried out by Forrester to guide prospective buyers who are considering technology options. Following a transparent methodology – that  uses 34 criteria to evaluate digital customer interaction solution providers – the purpose is to empower customers to compare the options in a software, hardware, or services market to make better purchasing decisions.   In the most recent edition of the report on Digital Customer Interaction solutions, Forrester has included Unblu in its evaluation. When looking at DCIS options, Forrester’s examination goes beyond standard “omnichannel” solutions in favor of  AI-augmented platforms that both streamline and enhance customer interactions. Given these parameters, the report claims that Unblu is “a specialized digital customer interaction platform for the financial services sector, aiming to offer the most comprehensive conversational solutions for this market.” In its summary of Unblu’s capabilities, the report praises the platform’s ability to “tailor common DCIS product paradigms to meet the needs of financial professionals.”  According to Forrester, “Unblu excels at digital interaction orchestration, enabling advisors to engage via messaging and easily shift to a voice or video conversation, with support for document collaboration. Given its target audience is regulated industries, Unblu places a strong emphasis on security and compliance.” In concluding its evaluation of Unblu, Forrester states that “Unblu is the best fit for financial services institutions.” The Forrester Wave report accurately highlights what we believe makes Unblu stand out. This report by such a well-respected institution validates the exceptional work we have put in. Jens Rabe, Co-CEO at Unblu Responding to the report, Jens Rabe, Co-CEO at Unblu said, “The Forrester Wave report accurately highlights what we believe makes Unblu stand out. Our team has spent a substantial amount of time and effort analyzing and addressing the challenges unique to the financial services industry. This report by such a well-respected institution validates the exceptional work we have put in.”  The Forrester Wave methodology involves placing each vendor in a category, with Unblu being labeled as a “strong performer” in the ranking and particular emphasis placed on the platform’s strategic capabilities.  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.

In an effort to further improve their app experience, UnipolSai, which is part of Unipol Gruppo, leverages Unblu Co-Apping, as well as message recording features. Unipol Gruppo is a leading insurance group in the Italian market, and boasts a top 10 presence in Europe as a whole. The organization has a total of 12,000 employees who serve 16.8 million customers, closing 2023 with a direct insurance income of €15.1 billion. UnipolSai is an insurance company within the Unipol Gruppo, focused on the home Italian market, with particularly strong footholds in the health and motor insurance sector. UnipolSai stands out for the strength of its customer experience, and offers an app that is designed to ensure customer needs are always met. To maintain the high level of customer satisfaction that they currently enjoy, the team is looking to further enhance the app experience, and have turned to Unblu’s Digital Interaction Platform for support. The collaboration involves incorporating Co-Apping capabilities to the company’s app, empowering the agent to more efficiently and effectively guide and support the customer. Unblu, with its native Co-Apping capabilities, will allow us to offer an enhanced service experience on the app that matches what’s possible on the website. Lorenzo Baraldo, Head of Digital & Omnichannel Channels. “We believe that the quality of our service needs to be equally excellent across all touch points,” said Lorenzo Baraldo, Head of Digital & Omnichannel Channels. “If a customer contacts us on the phone, website, or via our app, they should have access to the highest level of support no matter the channel. Unblu, with its native Co-Apping capabilities, will allow us to offer an enhanced service experience on the app that matches what’s possible on the website.” “Many Co-Browsing offerings on the market simply share the mobile version of the internet browser, which isn’t ideal in an app format,” explains Jens Rabe, Co-CEO at Unblu. “Co-Apping, on the other hand, is a native tool that allows both parties to collaborate from within the app itself. We believe this functionality is exactly what UnipolSai needs to enhance their mobile support experience and maintain their excellent satisfaction scores.” Alongside Co-Apping, Unblu is also providing UnipolSai with automatic message recording options to aid them in remaining on top of any compliance regulations. For more information about Unblu, please contact us at sales@unblu.com. 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.

Elena Gilotta is featured on the Switzerland 2024 edition of The Legal 500’s prestigious publication, placing her among the top legal minds in the country. The Legal 500 is an organization that is committed to investigating and assessing excellence in law firms in over 150 jurisdictions.  Following the results of extensive research, each year the team releases the “GC Powerlist,” which celebrates the in-house lawyers and legal teams that are contributing to business success in various regions.  We are thrilled that Elena’s exceptional contributions are being acknowledged by such a highly esteemed organization. Her recognition not only highlights her dedication and expertise but also underscores the crucial role our legal team plays in achieving our corporate objectives. Luc Haldimann, Co-CEO at Unblu To determine who is highlighted, the team at The Legal 500 receive feedback from 300,000 clients worldwide and check the information against a series of established criteria. Elena has been featured on the Swiss edition of the list due to her contributions in her role as Chief Legal Officer at Unblu.  “I’m honored that The Legal 500 has included me on the 2024 Swiss GC Powerlist,” Elena said. “This award is testament to the hard work of the entire team here at Unblu, both in the legal department and beyond.”  “Legal support is instrumental to business growth,” Elena said. “We focus on providing the most efficient, fast and risk-informed solution counseling to our business team. We also focus on team development and growth to ensure we stay on top of new regulations and work cross functionally to review compliance requirements.” "The legal team is an indispensable component of our business success," said Luc Haldimann, Co-CEO at Unblu. "We are thrilled that Elena’s exceptional contributions are being acknowledged by such a highly esteemed organization. Her recognition not only highlights her dedication and expertise but also underscores the crucial role our legal team plays in achieving our corporate objectives." You can find Elena’s full interview with the GC Powerlist team on their website. For any other information, please contact us at info@unblu.com

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