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Unblu Platform

Text. Talk. Collaborate.

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

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Communicate with customers on their terms

Communicate with customers on their terms

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.

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Engage in a branded, secure and personal way

Engage in a branded, secure and personal way

Meet with customers in real-time on your existing channels to accelerate the sale process and provide better advice.

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Drive adoption on your existing digital channels

Drive adoption on your existing digital channels

Co-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. 

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Be efficient. Grow revenue. 

Empower your employees to take care of your customers

Empower your employees to take care of your customers

A 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.

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Grow revenue with client-convenient conversations

Grow revenue with client-convenient conversations

Unblu 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.

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Record all customer interactions

Record all customer interactions

From 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.

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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).

Why Unblu for financial services

  • 160+ 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 recording and archiving

    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.

  • Render protected / encrypted resources

    The SecureFlow Manager is one 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. 

Using Unblu's Conversational Platform, we can provide our clients with a way to support and guide members at every step of their digital journey.

Dean Rathwell, General Manager, Digital Banking

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Member-Centric Experiences

Celero, a leading provider of digital technology and integration solutions to credit unions and financial institutions across Canada, has chosen Unblu’s Conversational Platform to enable their credit union clients to deliver member-centric experiences via digital channels that are as equally engaging as those within the credit union branch.

As a key part of our digital banking initiatives, Unblu’s co-browsing has enabled us to provide unrivalled customer support.
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Human Touch

Using Unblu ’s Co-Browsing, the bank introduced the human touch to digital channels, turning a self-service interaction into a personal exchange and the potential for additional revenue.

Sometimes customers have questions they are not quite sure how to formulate. This is why we offer co-browsing.

Chris Einsele, Head Client Advisor Channels at UBS

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During a co-browsing session, your client advisor telephones with you and is able to take a quick look at what you can see in E-Banking. They can then discuss new investment ideas and the latest research information with you or optimize your portfolio growth directly.

Thanks to Unblu, we can support our customers even better, faster and easier. Moreover, we are overcoming current barriers and creating a human interaction digitally as well.

Pierangelo Campopiano, CEO of Smile

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Better, Faster, Easier

Smile integrated Unblu's technology on its website and Smile app in a very short time. In these places, the online insurance company offers its customers a wide variety of digital insurance solutions.

Video Banking is another market-first for QIB, which merges the online and offline world, taking our digital customer experience to a new level.

D. Anand, QIB’s General Manager – Personal Banking Group

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Customer Experience

With Unblu’ Video & Voice, Chat and Mobile Co-browsing capabilities added to QIB mobile App, clients will be able to benefit from a Video Banking service.

See Unblu in action

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Fact Sheet

Download a PDF version of our Product Guide

Product Guide