Unblu Product Guide

Customer dissatisfaction in retail banking is driving customer churn, with JD Power claiming that 13% of US banking customers are likely to switch institutions due…

The wealth management sector is struggling to maintain profitability due to increased competition, client price sensitivity, an increase in M&A activity, and more. For financial…

Can credit unions remain where their customers are? The viability of traditional in-person CU branches is in doubt. A recent survey of 2,058 Canadians found…

Unblu Spark is our versatile engagement platform that combines AI and human interactions to enhance customer relationships over digital channels and beyond. It has been…

How does Unblu’s secure digital interaction platform serve wealth management and private banking contexts? In this quick-look fact sheet, you will discover how we empower…

Across the globe, bank branch networks are struggling. In this fact sheet, you will gain a quick-look insight into a new hybrid model that can…

A Digital Customer Interaction Solution empowers organizations to improve customer service experiences by offering swift, personalized advice across touch points. But every organization has unique…

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.…

Unblu Spark’s latest major version release has arrived! Discover the new features and enhancements to boost productivity and provide customers with a more authentic interaction…

Discover the solution to a cost-effective and profitable branch network that exceeds customer service expectations. Bank branches are under threat There has been a downward…

In total, there has been a 20% reduction in physical bank branches since 2017. And this trend is continuing into 2024. The UK’s NatWest has…

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations. Readers…

Witness the power of conversational engagement Unblu's present and future Panel discussion: The role of Conversational AI in Financial Services The panel will explore the opportunities…

Discover how Unblu’s AI-empowered chatbot can lower the cost per case in a retail banking and insurance customer services context. The chatbot experience we imagined…

Discover how your advisors can benefit from an assistant that provides instant access to relationship-building insights. An AI advisor like no other In a wealth…

In 2017, Valiant Bank first began collaborating with Unblu. The aim was to find a solution to adjust to the decrease of In-Branch human assisted…

Deliver an experience that drives revenue In this guide, you will learn about: The power of experience Discover why experience matters in a wealth management…

How to advise female investors on their terms Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are…

More and more of life is taking place online, including taking care of financial matters. While this technological progress brings greater convenience and efficiency, are…

Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment.…

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall.  But that’s just…

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing…

Compliant messaging that’s convenient Clients increasingly prefer to communicate with their wealth management advisors via messaging apps. However, the distinctly mobile-first experience that they crave…

Reshaping digital client interactions Over the past year, we’ve seen major firms overlook their regulatory obligations around client communications. Many companies have faced hefty fines…

Swiss Post has been working with Unblu to deploy new means of client engagement and support. Acting as the main Swiss Post employee interface, Unblu…

Staying competitive through remote assistance and advisory  Our client is a renowned private bank in Belgium. As a market challenger, they have invested in digital…

In today’s financial services landscape, customer experience is a defining factor for brand success and survival. Organizations must stay aware of the seismic shifts in…

Humanising digital for the new age of member-centricity   Member trust is an invaluable asset. Empathy-driven organisations are the ones that secure long-term loyalty—but this…

Financial advice has responded rapidly to the pandemic-driven digital transformation of operations, client interaction and shifting customer expectations. As customer preferences change, individual demands have…

Return to your mutual roots and provide a reassuring digital experience More and more of life is taking place online, including taking care of financial…

In this 60-minute webinar, we explore the new features and their potential impact on your business. With Unblu 7 we focus on:   Improving customer experience…

  During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has…

  Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions. …

An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service. Learn how financial organizations are undertaking and implementing digital transformation today.…

While businesses with a core focus on advisory services have had a challenging 2020, there is a great opportunity within the forced focus on digital…

Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience. In this guide, we explain how our Secure…

For all the convenience and efficiency of digital banking, customers tell us something is still missing. Customers definitely want the convenience of digital and omnichannel…

Your customers want you to be with them, wherever they are, moving alongside them from the real world to the virtual world and back. Not…

Secure & Profitable Online Engagement for the Financial Sector “Co-browsing technology is rarely used outside industries like financial services and telecoms, but it merits wider…

Discover in our new FactSheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels,…