Private Banking

Building a Trusted Relationship for the Long-Term

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.

Be in their pocket

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.

One conversation space to communicate and share research

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.


An advisor can answer questions in real time using Messenger  or Video chat, while providing the client with research from multiple sources, all within the space of one conversation – and one click.

Each channel seamlessly leads into another

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.

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66% of financial customers put a high value on an in-person experience online

Be the company your customers want you to be

Be the company your customers want you to be

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.

See how Unblu redefines customer service

More about Private Banking

  1. From solo to collaborative decision-making: how co-browsing helps the investor

    From solo to collaborative decision-making: how co-browsing helps the investor

  2. Catching up with your clients: digital tools for financial advisors

    Catching up with your clients: digital tools for financial advisors

  3. Re-inventing the Role of the Financial Advisor

    Re-inventing the Role of the Financial Advisor

  4. Secure Messenger: get in sync with your clients

    Secure Messenger: get in sync with your clients

See all Blog Articles

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