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Unblu Product Guide
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Unblu Product Guide

All that you need to know about our platform: features, deployment options, use cases, customers, and much more. 

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Unblu for Private Banking and Wealth Management New Highlighted Fact Sheet

Unblu for Private Banking and Wealth Management

Building stronger relationships can help your wealth management firm or private bank to attract and retain high-value clients – and Unblu can help you achieve this.

The power of Messaging in Customer Service New Highlighted webinar

The power of Messaging in Customer Service

Implement the right messaging strategy to multiply your contact center’s efficiency and boost your top line.

The 2023 Retail Banking Trends New Highlighted Whitepaper

The 2023 Retail Banking Trends

Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the coming year?

Digital banking, done right New Highlighted Whitepaper

Digital banking, done right

No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you?

Private Banking in Belgium New Highlighted Case Study

Private Banking in Belgium

A leading private bank in Belgium implemented Unblu co-browsing to augment the way advisors sell products through their banking websites.

Supporting local customers with their financial goals New Highlighted Case Study

Supporting local customers with their financial goals

Discover how SZKB and 80% of Swiss Cantonal Banks are using Unblu co-browsing solutions to enable call center agents to increase efficiency and quality of service.

Pax Insurance - Enhancing Hybrid Consulting New Highlighted Case Study

Pax Insurance - Enhancing Hybrid Consulting

Pax Insurance, a leading Insurance provider in Switzerland has selected Unblu to support them in enhancing both its direct sales and broker network strategy.

The 2022 Digital Wealth Management Outlook New Highlighted Whitepaper

The 2022 Digital Wealth Management Outlook

Based on observations, events and stats from the forefront of private banking, Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help strategists and executives orient their teams in uncharted territory.

Thinking outside the bots New Highlighted Whitepaper

Thinking outside the bots

Customers definitely want the convenience of digital and omnichannel banking, but they also want personal interaction.

Unblu 7 I Engage anytime. Opportunity everywhere New Highlighted webinar

Unblu 7 I Engage anytime. Opportunity everywhere

In this 60-minute webinar, we will explore the new features in Unblu 7 and their potential impact on your business.

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing New Highlighted Whitepaper

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

A key challenge for financial services providing customer or client advisory has been ensuring a smooth digital migration – are they adequately served by existing video solutions?

A humanized digital member experience for credit unions New Highlighted Fact Sheet

A humanized digital member experience for credit unions

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.

Humanize your Digital Customer Service Highlighted Whitepaper

Humanize your Digital Customer Service

Taking care of financial matters is becoming more connected and online. While this technological progress brings greater efficiency, are we in danger of losing the important human element of empathy?

Millennial wealth: how to prepare for imminent change Highlighted Whitepaper

Millennial wealth: how to prepare for imminent change

Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation.

How digital offers advisers and brokers more than a tool for video Highlighted webinar

How digital offers advisers and brokers more than a tool for video

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 initiatives.

Unblu for Banking: Taking it to the next level Highlighted webinar

Unblu for Banking: Taking it to the next level

We believe that conversational banking needs to go further than just bot-based interactions. Find out more about our proposition.

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