Add the conversation layer to your Finnova banking experience
Unblu powers human conversation inside the Finnova Client Engagement Suite – E-Banking, Mobile Banking, and the Advisor Workbench – so the retail and cantonal bank customers your Finnova platform already serves can reach a real advisor without leaving the channel they’re already in.
FOR YOUR CUSTOMERS
Real-person banking, inside the Finnova experience your customers already use
Retail, private, and business banking customers at cantonal and regional banks get real-person assistance inside E-Banking and Mobile Banking the moment they need it – no callback, no branch visit, no third-party app.
Help inside E-Banking & Mobile Banking
Customers reach an advisor from inside Finnova’s E-Banking and Mobile Banking channels via Secure Messenger, Video & Voice, or Co-Browsing – no app switch, no new login.
Clean handoff from AI agent to human
When a mortgage question, a dispute, or a life event needs judgement, the conversation routes instantly to an advisor with the full chat history and intent intact.
One thread across branch and digital
Whether a conversation starts at the counter, on the phone, or in E-Banking, it stays in a single persistent thread – with documents, history, and signed disclosures intact.
FOR YOUR ADVISORS, COUNTER STAFF & CALL CENTRE TEAMS
More advice. Less admin. All inside the Advisor Workbench.
Manage every customer conversation from the Advisor Workbench – no extra console, no second login.
Every channel in one workspace
Secure messaging, video, voice, and co-browsing all run inside the Advisor Workbench, alongside the customer’s full relationship and advisory context.
Pick up where the bot left off
When Aria hands a conversation to an advisor, it arrives with the full intent, transcript, and customer context – ready to advise immediately instead of catching up.
Proactive outreach driven by lifecycle signals
Trigger advisor outreach off mortgage renewals, pension milestones, or portfolio changes – so the right advisor reaches the right customer at the right moment.
YOUR ORGANIZATION
One compliant audit trail across the whole customer relationship
Every Unblu conversation is captured, encrypted, and retained alongside the customer record already held in Finnova Banking Software – delivered from Switzerland to meet FINMA and Swiss data residency requirements.
Built-in compliance integrity
Ensure every interaction is logged, secure, and compliant with GDPR, FINMA, and MiFID II, right out of the box.
Enterprise-grade security
A certified connector that aligns with your core stack, reducing IT complexity and bespoke development costs.
Interaction recording & audit
Maintain full recording and archive of all digital channels in one auditable trail, alongside existing records.
High-impact tools, built into the Advisor Workbench
Front-office productivity for customer advisors, counter staff, and call centre teams – operating from the Advisor Workbench.
Centralized engagement
Every customer channel is handled from one inbox inside the Advisor Workbench.
Centralized engagement
Every customer channel is handled from one inbox inside the Advisor Workbench.
Specialist collaboration
Pull mortgage specialists, pension advisors, or investment experts into a live customer thread without losing context.
Specialist collaboration
Pull mortgage specialists, pension advisors, or investment experts into a live customer thread without losing context.
Proactive lifecycle outreach
Take the initiative and reach out when a customer may benefit from refinancing, saving, or portfolio advice.
Proactive lifecycle outreach
Take the initiative and reach out when a customer may benefit from refinancing, saving, or portfolio advice.
Deputy managementt
Hand customers between advisors across leave, time zones, or specialism.
Deputy managementt
Hand customers between advisors across leave, time zones, or specialism.
Native engagement across E-Banking & Mobile Banking
Unblu, embedded directly inside Finnova’s E-Banking and Mobile Banking channels.
Secure Messenger
Encrypted, persistent customer messaging that stays put across E-Banking and Mobile Banking sessions, devices, and lifecycle stages.
Secure Messenger
Encrypted, persistent customer messaging that stays put across E-Banking and Mobile Banking sessions, devices, and lifecycle stages.
Co-Browsing
Walk customers through mortgage applications, pension-planning tools, or e-banking dashboards on a shared screen.
Co-Browsing
Walk customers through mortgage applications, pension-planning tools, or e-banking dashboards on a shared screen.
One-click Video & Voice
Open a face-to-face advisory session from any E-Banking or Mobile Banking screen – no third-party plugin, no external app, no install.
One-click Video & Voice
Open a face-to-face advisory session from any E-Banking or Mobile Banking screen – no third-party plugin, no external app, no install.
Document Collaboration
Share, annotate, and sign mortgage paperwork, KYC documents, and disclosures inside the conversation.
Document Collaboration
Share, annotate, and sign mortgage paperwork, KYC documents, and disclosures inside the conversation.
GET IN TOUCH
Ready to bring human conversation to your Finnova deployment?
Talk to the Unblu partnerships team to see the integration in action and explore how it deploys across your Temenos Digital, Temenos Wealth, Temenos Journey Manager, and Temenos Transact environments.
