Private Banking

Grow your assets and boost transactions

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.

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High-end advice should always remain personal

Increase opportunities to advise

Increase opportunities to advise

Add the human touch

Add the human touch

Advise customers where they are

Advise customers where they are

Put your advisors in your customer's pocket
ADVICE

Put your advisors in your customer's pocket

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.

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Compete and close more transactions
TRANSACT

Compete and close more transactions

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.

Provide outstanding contextual customer experience
SUPPORT/CUSTOMER CARE

Provide outstanding contextual 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

See the unblu suite in action

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