Retail banking

Customers need help and advice with their finances

People aren’t dealing with their finances - either because they are intimidated or they don’t know how to. It’s no longer enough to provide basic payment and transaction information or a budget and goals dashboard in your mobile app. Banks need to make every conversation and every interaction count.

Increase customer satisfaction and reduce support costs

Using Co-Browsing or LiveView Chat, customers and bank agents can understand one another quickly, which speeds up resolution times. Shorter resolution times not only cost less, it boosts customer satisfaction.

Keep high-end advice personal

When important decisions are at stake, customers expect expert advice – but without having to visit a branch. They want to stay in touch with their advisor in the same way they communicate with everyone else - easily, quickly and efficiently.


Secure Messenger opens up a secure communication channel that allows for continuous and natural conversation. And with more personal communication, more transactions follow.

Make every conversation count

Unblu can help banks push forward with their digital transformation initiatives and create customer experiences that lead to loyalty. With shorter interaction times and personal advice available online, customer satisfaction grows – all at a lower cost basis than a traditional bank’s business cost.

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64% of financial customers expect real-time communication with their bank

More than 90% of retail banking customers  who used the Unblu interface reported they would recommend it.

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 Retail Banking

  1. Live Chat for Sales: Tips to Improve Sales in Financial Services

    Live Chat for Sales: Tips to Improve Sales in Financial Services

  2. Secure Text Messaging for Banking: How Does it Work?

    Secure Text Messaging for Banking: How Does it Work?

  3. A Hybrid Approach to Financial Planning: What’s the Right Mix?

    A Hybrid Approach to Financial Planning: What’s the Right Mix?

  4. How to make seamless journeys a reality: the hybrid approach

    How to make seamless journeys a reality: the hybrid approach

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Discover Unblu’s Conversational Platform for Financial Services today

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