Mutual funds, private banks, retail banks, invest adviser, broker-dealer, alternative investment firm and any institutional investors that are looking to provide an extraordinary advisory online.
Increase the opportunities for customers to engage through tools they use every day. Asynchronous messaging enhances the relationship between your customer and advisor when they are presented with complex products only traditionally advised in face-to-face meetings. Our secure messenger has been designed for enhancing personal advice in highly-regulated industries.Discover Secure Messenger
Increasing the digital touchpoints with your customer will increase the rate of conversion. Build on your traditional strengths of knowledge and trust and improve service over your digital channels. Let them manage their money in the same way they now shop, socialize, communicate and learn. Provide a seamless customer experience.
Investors judge providers not just against their financial peers, but against technology leaders like Google, Apple, or Amazon. A seamless digital experience on par with such leaders results in greater trust and more sales.
Discover the unblu suite
New in unblu 5: How to use messenger for building trust and sharing expertise in Private banking and Wealth managementWatch now
How can we help?