We help balance automation and human advice for the financial services industry
Our solutions help banks provide a WhatsApp experience while remaining compliant. Unblu provides the same kind of real-time engagement as a phone call, but with a new level of fluidity as to when the exchange takes place, allowing it to naturally fit into a customer’s schedule.
Meet with customers in real-time on your existing channels to accelerate the sale process and provide better advice.
More on Video & VoiceCo-browsing software lets you collaborate in real-time with customers. Your employees can work with them to discuss opportunities, fill out forms, or purchase products online.
More on Co-BrowsingA single, highly configurable dashboard to manage all customer interactions. Attend new clients, write or call your existing clients, schedule meetings, define your status, analyze your performance, and much more.
More on Agent DeskUnblu allows agents and advisors to proactively engage with their clients on a regular basis, embedding financial advice in their daily lives. With Unblu the channel can remain open after the meeting ends. Clients and advisors can continue the exchange, sharing research, messages, files or scheduling follow-up discussions.
More on Scheduled ConversationsFrom simple chat messages to co-browsing sessions, shared documents, and, of course, audio and video exchanges, our conversation recording can capture all aspects of an interaction for quality control and compliance purposes.
More on Conversation RecordingIntegrate third party applications like external messengers, Bots, Callcenter or CRM systems.
More on IntegrationsWe know security is a paramount concern in financial services. We exceed industry standards when it comes to protecting your security and customer data.
More on SecurityWe understand financial regulations and help you meet current and future compliance requirements (GDPR, Mifid2, PSD2, Financial Markets Authorities).
Unblu has reference implementations and partnerships with leading banking systems, including Temenos, Finastra, Avaloq, TCS, Crealogix, Backbase, Ebankit, and more.
Exclude data from being processed or skip elements by tagging them on the target web application
Unblu is completely browser-based and works without any software installation.
Conversations and interaction logs along with any message data (text, media, files) of every conversation are recorded and stored in the system. Standard APIs expose the information for downstream processing and archiving.
The SecureFlow Manager is one of our patented software components which makes Co-Browsing possible even for highly secured environments.
Unblu uses existing authentication mechanisms already in place to authenticate agents and clients.
Fact Sheet
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