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 grow.
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.
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 through websites and documents during their conversation.
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.Discover the Unblu suite Request a demo
66% of financial customers put a high value on an in-person experience online
We know there is a strong correlation between satisfied customers, portfolio growth and financial results. Discover how Unblu can help you deliver a satisfying customer experience with every interaction.
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