Talk to Bruce

Downloads

Resources about us and opinion pieces about our industry

Fact Sheet

Spark for Customer Service

Unblu Spark is our versatile engagement platform that combines AI and human interactions to enhance customer relationships over digital channels and beyond.

Fact Sheet

Spark for Wealth Advisory

How does Unblu’s secure digital interaction platform serve wealth management and private banking contexts? In this quick-look fact sheet, you will discover how we empower organizations to scale their AUM growth by increasing client-advisor collaboration and minimizing advisors’ non-core activities.

Fact Sheet

Hybrid models with Unblu Branch

Across the globe, bank branch networks are struggling.

Resource

Buyer’s guide for Digital Customer Interaction Solutions

A Digital Customer Interaction Solution empowers organizations to improve customer service experiences by offering swift, personalized advice across touch points.

Whitepaper

Thinking Outside the Bots

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.

Whitepaper

Branches of the Future: A New Vision of Customer Service in the Banking Sector

In total, there has been a 20% reduction in physical bank branches since 2017.

Fact Sheet

How an improved client experience is the path to profit growth

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations.

Case Study

Leveraging Unblu Branch to deliver a full network of hybrid branches across Switzerland

In 2017, Valiant Bank first began collaborating with Unblu.

Fact Sheet

Unblu for Private Banking and Wealth Management

Deliver an experience that drives revenue In this guide, you will learn about: The power of experience Discover why experience matters in a wealth management context and how it opens the door to more profitable relationships.

Whitepaper

Women and Wealth

How to advise female investors on their terms Women constitute half the planet’s population.

Whitepaper

Humanize your Digital Customer Service

More and more of life is taking place online, including taking care of financial matters.

Case Study

Ensuring a smooth digital migration

Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment.

Case Study

Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu.

Whitepaper

Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape.

Case Study

Client support and service via Live Chat and WhatsApp

Swiss Post has been working with Unblu to deploy new means of client engagement and support.

Case Study

Private Banking in Belgium

Staying competitive through remote assistance and advisory  Our client is a renowned private bank in Belgium.

Whitepaper

Humanise your Digital Member Experience

Return to your mutual roots and provide a reassuring digital experience More and more of life is taking place online, including taking care of financial matters.

Whitepaper

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

  During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has been ensuring a smooth digital migration – and that consumers are adequately served via video conferencing solutions.

Fact Sheet

A humanized digital member experience for credit unions

  Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions.

Whitepaper

Digital banking transformation: moving towards an omnichannel reality

An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service.

Fact Sheet

Unblu Secure Messaging: the ultimate guide

Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.

Whitepaper

Beyond Bots: Real Conversations for a Meaningful Customer Experience

For all the convenience and efficiency of digital banking, customers tell us something is still missing.

Fact Sheet

Unblu Product Guide

Your customers want you to be with them, wherever they are, moving alongside them from the real world to the virtual world and back.

Fact Sheet

Co-Browsing: the ultimate guide

Secure & Profitable Online Engagement for the Financial Sector “Co-browsing technology is rarely used outside industries like financial services and telecoms, but it merits wider implementation.

Whitepaper

Humanizing Online Customer Experience

Discover in our new FactSheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels, increasing customer loyalty and getting a higher differentiation   Increase sales through all channels.

Stay in touch