Human conversations available on digital channels

Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the client, their trust and confidence in their advisor grows.

Keeping up with client expectations can be challenging. Clients expect a whole lot more today than ever before. Their needs and wants are being reshaped by digital, social and mobile innovation. They want immediacy, simplicity and customized advice – and they want to communicate with their advisor whenever they need. Every conversation is an opportunity to get to know your client, to be helpful, relate to them and ultimately guide them through their financial decisions.

With Unblu’s Conversational Platform, wealth management firms focus on making human conversation available for every online interaction and on every channel. Ultimately there is no replacement for building a trusting relationship based on the very human aspects of needs, hopes, and fears. When human touch and expertise is combined with technological capabilities, the financial advisor can provide truly holistic experience, delivering value to the end client while driving revenue for the bank.

How our Private Banking clients use Unblu

We work with more than 150 financial institutions in the world, helping them to optimize their processes of advice, sales and online support. Our private banking client use our platform for topics such as:

Bring ideas to trade

Unblu features are game-changers for relationship managers. Instead of leaving a client “alone” in a digital channel, the advisor is integrated into their daily life, providing advice when and how the client wants it. With an omnichannel presence, the advisor can guide the client through the decision-making process. All this is done in a fully-audited, compliant and 100% secure manner.

Be in their customer’s pocket

We facilitate all communication through a digital channel. We have subsequently built out the ​​​​​​audio chat, video chat capability, the ability to share and visualize documents. Also the capability to then have a secure conversation which is akin to WhatsApp, run by the bank as a service for their clients.

One conversation space to communicate and share research

Unblu’s Co-Browsing tool turns investing research efforts into a collaborative and helpful exchange. Using co-browsing, the advisor is alongside the client, guiding the research process, navigating with them through websites and documents during their conversation.

Design hybrid customer journeys

A client can text their advisor if that’s what is convenient for them. Or if they have more time, they may hop in the car and spontaneously visit them. Regardless of the channel they use, Unblu picks up the conversation where they last left off. Ultimately there is no replacement for building a trusting relationship based on the very human aspects of needs, hopes, and fears. When humanity and expertise are combined with technological capabilities, the financial advisor can provide truly holistic experience.

More about the Unblu Conversational Platform Business value for Unblu Private Banking Clients
Provide relevant and contextual financial advice

To survive and thrive in this new reality, banks have to provide relevant and contextual financial advice that fits with a client’s situation. They also have to consistently demonstrate a true interest in their client’s financial well-being. These are challenging issues for the industry that will certainly shape the future. But our clients also see it as a window of opportunity for financial advisors to provide outstanding service to their clients and ultimately transform the customer experience.

Allow your clients to have an omnichannel relationship with their advisors

We allow clients to speak with their advisor when they want and how they want. While they have been quick to adopt online and mobile channels for service interactions, they still prefer human contact for important decisions. But they are reluctant to go into branch unless it’s for a worthwhile reason.

In a world with fewer branches, financial advisors will have to rely less on the traditional workspace and instead leverage technology to drive client engagement and build relationships. Their workspace is evolving into a virtual space and they need to be as connected as their clients in order not just to keep up with them, but to provide virtual advice that is relevant and useful.

Equip advisors with the right tools

The right tools are making all the difference. The spontaneous, natural flowing communication style of our everyday interactions is now available for our financial conversations. Connective digital tools like video chat, co-browsing and messenger allow the advisor and client to build a trusting relationship without needing to be in the same room. Financial advisors know these tools can extend their ability to address the needs, wants and preferences of their clientele.

Why Unblu for Private Banks

Unblu provides a complete conversation and collaboration platform especially focused on the financial services industry. It has been architected to scale across large businesses, address regulatory needs and provide a seamless migration from function to function within the same customer journey. The system has been in use in the banking industry for more than 10 years and features an extremely high degree of configurability.

We are the only company in the space that is 100% focused on the financial services industry. With over 150 banking and financial service implementations worldwide in institutions such as UBS, Deutsche Bank, Intesa Sanpaolo, and Barclays, Unblu is transforming how banks engage and collaborate with customers and prospects.

End to end capabilities

Our core platform integrates into existing digital channels (i.e does not require its own app). It turns a self-service platform into a multi-user application without changing the underlying software application. All the technology is built and owned by Unblu and is technically delivered through one encompassing platform.

Easily embedded

Unblu can easily be embedded in all the banking web and mobile assets, from public websites to e-banking secured portals and mobile apps.

Proven business value across many customers

Unblu is proven to reduce support time and costs, improve NPS, and increase client engagement and conversion rates.

High-security standards

Unblu is designed to meet stringent data security and compliance requirements in the financial industry. The platform can be deployed on-premise or customers can use our Financial Cloud. Our technology is patent protected.

Supporting a highly regulated industry

Unblu understands Financial Services regulations and is built to meet required standards – whether stipulated by the local Market Regulator (Finma, Bafin, FCA, etc.) or through Pan European Regulations (GDPR, Mifid2, PSD2).

Designed for complex implementations

As our platform has been designed with complex implementations in the financial industry in mind, it can integrate with existing systems. This spans CRMs, Call Center Applications, External Messaging platforms such as WhatsApp, and, of course, the Core Banking System.

Danny Baggs

Sometimes, I like thinking that AI stands for Assisted Intelligence and not Artificial Intelligence. It helps me think about how all these mind-blowing advancements in generative AI could and should be best used. It is common to come across people who are concerned about the risk of AI replacing a human role. This is not

Javier Puga

Client communication in a private wealth management or financial services context can be challenging. People have become used to a certain level of convenience in their interactions with various brands or for personal messages. However, the nature of financial conversations means that the convenience needs to be matched by a similar level of security and

Danny Baggs

There’s been substantial discussion surrounding the upcoming customer duty deadlines, with wealth management firms and private banks working overtime to adhere to new regulations.   The guiding principle of ensuring a high standard of behaviour and taking proactive action to deliver positive outcomes for clients is admirable – but not always easy to achieve practically.  For

Javier Puga

Note: This post is based on the Forrester report “Money On The Table: Proof That Customer Service Drives Revenue,” prepared by an experienced analyst. Download the full report here. Common wisdom says that customer service is a drain on resources, necessary to maintain satisfaction but a cost overall. However, there’s no reason that it should