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Foster profitable digital relationships through exceptional service

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Bot resolution rate

Emails on active advisory

Positive customer
satisfaction

Digital sales conversion rate

Improve onboarding. Increase retention

Grow your client base by offering a frictionless onboarding process that sets the stage for long-term loyalty through personalized, high-touch experiences. Give support staff collaboration tools to guide clients on-screen, in real-time – turning them into outstanding issue resolution professionals and proactive educators.

Personalize client journeys

Each business is different and most clients prefer discussing their needs with a dedicated relationship manager or advisor. Unblu’s platform can be used through scheduled meetings or on an ad-hoc basis. Connect your clients with their advisors using Unblu Secure Messenger or platform integrations (such as WhatsApp, SMS), while also adhering to messaging compliance regulations.

Enhance, streamline – and reduce costs

Increase agent efficiency by more effectively distributing channel requests – while leveraging Conversational AI, Live Chat, and other Unblu capabilities to ease the burden on phone lines and email channels. Understand what your client really needs and provide them with 24/7 support that empowers them to self-perform transactions such as making payments or changing addresses with human-like assistance.

Increase Digital Sales

As a happy client is more likely to make a purchase, at the end of each successful…

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E-banking migration without hiccups

Decision-makers identified a key moment of friction in the customer journey that put…

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Optimize your
branch network

Optimize your branch network. Remain at the heart of your local community

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Fewer branches since 2017 (McKinsey)

Plan to visit one less often

Still claim a local branch is “extremely or very important” (EY)

-85%
In branch operating costs

Revenue growth through branch expansion

Increasing service hours (10h per day)

  • Deliver an outstanding in-branch experience – even when advisors or agents aren’t physically present.

  • Stress-free video production and distribution with the interactive business WebTV solution.

  • Ensure everyone in the local community has easy access to financial services.

  • Streamline your resources to maximize profitability without sacrificing service quality.

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