Document Collaboration
Secure document collaboration for financial services
Share, review, and sign documents securely – all in real-time.
Real-time Document Collaboration
Enable advisors and clients to work together on documents, without the need for downloads or email exchanges.
Co-browse and annotate
Highlight, comment, and mark up documents in the moment to ensure clarity. Secure collaboration tools you can trust.
Multi-format support
Collaborate on PDFs, Word, Excel, and other commonly used file types.
Side-by-side engagement
Discuss contracts, agreements, or reports in real-time, replicating an in-person experience, without sacrificing security controls.
Secure and seamless file exchange
Simplify how documents are shared and managed while maintaining security and compliance.
Secure document sharing
Upload, send, and receive documents in a fully protected environment. Perfect for sensitive communications that require a lot of file sharing.
Centralized access
Keep all shared files within the conversation thread for easy reference. This aids in task management, document security, and more.
Manage the source of truth
Select and share documents while maintaining a single, authoritative version within a centralized repository such as your ECM, CRM, or other integrated document management systems.
Integrated digital signatures
Close deals faster with in-built e-signature capabilities.
Side-by-side signing
Advisors and clients can complete signatures together, ensuring a smooth process that follows robust security features.
Authenticated and compliant
Clients sign documents after logging into their online portal, ensuring authentication is captured for greater compliance. It’s secure collaboration software you can trust.
Seamless integration
Use Unblu’s built-in signing tool or integrate with your preferred e-signature provider for secure signatures even on sensitive documents.
Security and compliance at the core
Protect sensitive client data while ensuring regulatory adherence during digital collaboration.
End-to-end encryption
Keep documents and communications secure at every stage. A single platform to guarantee a high level of security.
Access and permissions control
Define user roles to restrict file access and editing rights. Enjoy a fine balance of team collaboration tools and robust access controls.
Audit-ready tracking
Maintain compliance with visibility into document interactions. Individual files and activity logs can be easily located.
Frequently asked questions
How can Document Collaboration software improve customer experience in banking?
Unblu Document Collaboration recreates the in-person advisory experience online, enabling clients and advisors to collaborate securely in real time from any device. Combined with mobile Co-Apping and e-signature tools, it transforms complex document workflows into guided, frictionless interactions – building trust, reducing delays, and aligning digital banking experiences with modern customer expectations.
What is the role of AI in Document Collaboration?
AI in Unblu Document Collaboration acts as a real-time assistant – surfacing the right document, suggesting next steps, and providing translations or summaries as needed. The AI-Powered Workbench and Bot Sidekick automate meeting notes, highlight compliance risks, and retrieve relevant files instantly, ensuring smoother collaboration and freeing advisors to focus on client relationships.
How does Co-Browsing enhance Document Collaboration?
Unblu Document Collaboration, which is a more robust version of Document Co-Browsing, enables advisors to guide clients visually through online forms or documents while maintaining full privacy. Sensitive data is masked, and all activity remains confined to the authenticated session. This real-time, side-by-side experience improves clarity, reduces abandonment rates, and ensures secure, compliant collaboration for processes like onboarding or product selection.
What are the benefits of using document collaboration software in financial services?
Unblu's Document Collaboration allows advisors and clients to securely review, annotate, and finalize documents in real time on web and mobile – eliminating email exchanges or downloads. Integrated e-signature workflows allow instant execution, while audit-ready storage ensures compliance. By mirroring the in-branch experience, advisors can guide clients through contracts, investment proposals, or onboarding steps quickly and securely.
What file formats are supported in document collaboration tools?
Document Collaboration supports all major file formats, including PDFs, Word, Excel, and more.
What are the benefits of using AI Virtual Agents in banking?
Unblu's AI Virtual Agents handle client-facing and advisor-support tasks. They connect to enterprise knowledge bases, CRMs, and internal systems through the Model Context Protocol, enabling accurate, real-time responses. Acting as a Virtual Agent for self-service or a Bot Sidekick for advisors, Unblu's AI enhances efficiency, reduces manual searches, and ensures compliance through contextual recommendations.
What functionalities does Unblu Spark offer?
Unblu Spark is an end-to-end Digital Client Interaction Platform for financial institutions. It unites AI Agents, Secure Messenger, Co-Browsing, Document Collaboration, and Video & Voice features into a single secure workspace. With the AI-Powered Workbench, advisors gain real-time insights, translation, and automated meeting summaries. Spark integrates with CRM and core banking systems, providing an adaptive and compliant environment for every client interaction.
What are the security measures in Unblu's Secure Messenger?
As part of the Digital Client Interaction Solution, Unblu's Secure Messenger offers the highest level of security and compliance including ISO 27001:2022 and SOC 2 Type 2. It can also be integrated with popular messaging apps like WhatsApp to provide maximum convenience without compromising security. With regard to Document Collaboration, Secure Messenger facilitates secure document exchange in accordance with compliance-related retention requirements and Data Loss Protection.
How does Unblu ensure compliance in customer interactions?
Unblu ensures compliance through its financial service-grade security architecture, certified under ISO 27001:2022 and SOC 2 Type 2. All communications and collaborative sessions are encrypted and auditable, supporting region-specific regulatory frameworks such as MiFID II and FINMA. With deployment options including Swiss Cloud, hybrid, or on-premise, Unblu maintains full data sovereignty and regulatory alignment.
How does Unblu's Conversational AI enhance the customer experience?
Unblu's Conversational AI combines intent-based and LLM-powered bots to deliver human-like service across web, mobile, and messaging channels. It automates up to 70% of inquiries while seamlessly escalating complex cases to live advisors. The AI Assistant and Sidekick work together to ensure agents receive real-time insights and suggested responses, driving faster resolution, higher satisfaction, and consistent, compliant service quality.
