Unblu Platform

Advise and support your customers at every step of their journey

We help balance automation and human advice for the financial services industry



Keep in touch with customers through a natural and ongoing conversation. Unblu's texting channel is designed for the rigorous security demands of the financial services industry.



Save customers a trip to the branch. Build a positive relationship by connecting with them in a personal and intuitive way. 



Turn self-service browsing into a collaborative experience. During a conversation, advisors can use existing websites and documents together with their clients.

Financial Decision Making is not easy and self-service is often not enough

Financial Decision Making is not easy and self-service is often not enough

Provide customers with a seamless experience throughout their online journey. Unblu brings client conversations into your digital channels. We help you capture the best of one-to-one interactions to build relationships and trust.

Why Unblu for financial services

  • 120+ financial services implementations

    Unblu has reference implementations and partnerships with leading banking systems, including Temenos, Finastra, Avaloq, TCS, Crealogix, Backbase, Ebankit, and more.

  • No server side storage of sensitive data

    Exclude data from being processed or skip elements by tagging them on the target web application

  • No downloads for customers or agents

    Unblu is completely browser-based and works without any software installation.

  • Secure archiving

    Interaction logs along with any message data (text, media, files) of every conversation is stored in the system. Standard APIs expose the information for downstream processing and archiving.

  • Render protected / encrypted resources

    The SecureFlow Manager is on of our patented software components which makes Co-Browsing possible even for highly secured environments.

  • Single sign-on (SSO) for web and mobile

    Unblu uses existing authentication mechanisms already in place to authenticate agents and clients. 

Little big details

Third party Integrations

Third party Integrations

Integrate third party applications like external messengers, Bots, Callcenter or CRM systems. 

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Secure & Compliant

Secure & Compliant

We know security is a paramount concern in financial services. We exceed industry standards when it comes to protecting your security and customer data.

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100% FSI industry focused

100% FSI industry focused

We understand financial regulations and help you meet current and future compliance requirements (GDPR, Mifid2, PSD2, Financial Markets Authorities).

We’ve used Unblu since 2011, and our customer experience has improved significantly. We have reduced average call duration by 50% while improving customer satisfaction!

Providing the same level of personalized service and advice to our clients online as we do in our retail branches is essential to our business success. With its live customer engagement solutions, Unblu has become a strategic partner in delivering an online experience that truly rivals our branch based services.

We believe the combination of digital services, accessibility, and personal advice is the key to a true omnichannel operating model for the company. Being able to visually communicate with the customer without any disruption or having to download separate software, makes a big difference. It is a seamless experience for the end user – just as omnichannel should be.

As a key part of our digital banking initiatives, Unblu’s co-browsing has enabled us to provide unrivalled customer support, allowing our customer care and financial advisors to reach “through” the screen and be right there alongside our customers, whenever and wherever they need us.

Discover Unblu’s Conversational Platform for Financial Services today

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Fact Sheet

Download a PDF version of our Product Guide

Product Guide