Unblu named as “Best fit for financial services institutions” by Forrester

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.