Unblu and Objectway partner to enhance digital customer experience for wealth firms

The strategic partnership will integrate Unblu’s digital collaboration capabilities with Objectway’s Omnichannel Client Lifecycle Management solutions to further enrich the company’s digital front end offering for wealth, asset, and banking services.

At Unblu, we understand the role that communication plays in a wealth management context. Advisors need to be available on the channel of the client’s choice to build long-term relationships, and the challenge is to make this communication secure and compliant

Luc Haldimann, CEO at Unblu

Unblu, a leading Conversational Engagement Platform, and Objectway, top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and investment firms to build more successful, effective, and profitable client relationships.

By integrating Unblu’s capabilities, Objectway enhances their Omnichannel Client Lifecycle Management solutions to provide personalized digital advice, boost online onboarding and conversions, and to exploit customer-facing time more effectively.

The combination of Unblu’s and Objectway’s solutions is now offering a superior client experience by enhancing client-advisor digital communication and collaboration tools. This is expected to improve customer satisfaction and streamlining operations for financial institutions, resulting in an increase in investor trust and growth in AUM for wealth and investment managers.

Clients will also benefit from enhanced secure data handling, flexible cloud deployment and full compliance with the regulators, having Unblu achieved SOC 2 Type 2 compliance certification last year.

The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk. With the help desk integration, financial institutions will be able to provide swift, seamless digital support in a secure environment. The relationship management capabilities, on the other hand, will ensure that clients and relationship managers have all the tools at their disposal to schedule one-on-one meetings, interact, and collaborate across devices and channels. These secure and flexible end-to-end conversational solutions will foster stronger relationships and enhance customer satisfaction.

“At Unblu, we understand the role that communication plays in a wealth management context. Advisors need to be available on the channel of the client’s choice to build long-term relationships, and the challenge is to make this communication secure and compliant,” said Luc Haldimann, CEO at Unblu. “We’re confident that this partnership will ensure that Objectway’s customers have all the tools they need to provide meaningful advice and meet their evolving expectations.”

“Objectway shares with Unblu the same technology-forward mindset. This makes us able to offer ongoing innovation and support within our partnership, to ensure financial institutions stay ahead of industry trends and emerging technologies,” said Alberto Cuccu, Chief Solution Officer at Objectway. “Together, we bring on the market customizable, scalable, and seamlessly integrable solutions that allow for their quick implementation, but also ensure that our customers can offer a truly hybrid service thanks to an enhanced digital offering.”

Moving forward, Unblu and Objectway plan to explore new use cases and functionalities, allowing financial institutions to benefit from an ever-expanding array of digital engagement and collaboration tools. As the partnership progresses, additional integrations and deliverables will be developed to meet the evolving needs of the industry.