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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 Demo: Messenger, Chat, Video & Voice, Co-browsing Highlighted webinar

Unblu Demo: Messenger, Chat, Video & Voice, Co-browsing

An introduction to our conversational platform, a good way to get a good understanding of our product.

Unblu Product Guide Highlighted Fact Sheet

Unblu Product Guide

Unblu’s conversational solutions allow you to create an omnichannel experience that boosts customer satisfaction and loyalty.

Co-Browsing: the ultimate guide Highlighted Fact Sheet

Co-Browsing: the ultimate guide

Using co-browsing, financial institutions can fill in this gap between online self-service interaction and traditional communication methods.  

Leveraging Unblu to increase product conversion Case Study

Leveraging Unblu to increase product conversion

Specializing in universal banking services for companies and private individuals, Raiffeisenbank serves over 1,400,000 retail customers. To maintain their reputation as excellent digital service providers, the bank wanted to reduce the strain on their contact centers’ traditional channels – and maximize conversions.

Overcoming Regulatory Barriers to Enhance Client Interaction

Overcoming Regulatory Barriers to Enhance Client Interaction

How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.

Ensuring a smooth digital migration

Ensuring a smooth digital migration

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. By partnering iwth Unblu, they managed to maintain a smoth experience throughout their client onboarding process and boosted their call center efficiency.

Where compliance meets convenience webinar

Where compliance meets convenience

As they embrace digital channels, financial organizations have a duty to meet their regulatory obligations with regards to client and customer communications. However, compliance needs often conflict with customer convenience but it doesn't have to be that way.

Client support and service via Live Chat and WhatsApp Case Study

Client support and service via Live Chat and WhatsApp

Acting as the main client service interface for Swiss Post agents, Unblu enables diverse means of engagement through either embedded features or dedicated APIs. The implementation of WhatsApp marks the latest milestone in this ongoing project, which also includes phone support, live chat, and written requests.

Evolving Your Digital Engagement Journey webinar

Evolving Your Digital Engagement Journey

In this on-demand webinar, industry experts address this challenge through the lens of Carta’s drive to deliver stand-out digital experiences.

Levelling up your digital member experience webinar

Levelling up your digital member experience

How to provide a reassuring digital presence that is human-centred by leveraging the Building Society ethos when building or reviewing your digital capabilities.

FT Adviser: How to communicate with clients in a digital world webinar

FT Adviser: How to communicate with clients in a digital world

Financial advice has responded rapidly to the pandemic-driven digital transformation of operations, client interaction and shifting customer expectations.

Women and Wealth Whitepaper

Women and Wealth

Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are already taken or influenced by women and their power is only set to grow.

Digital banking transformation: moving towards an omnichannel reality Whitepaper

Digital banking transformation: moving towards an omnichannel reality

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.

Artificial Intelligence and Human Advice webinar

Artificial Intelligence and Human Advice

Go Hybrid - Go Bionic. Customers of financial institutions expect much more today than a few years ago. Their needs, habits, and forms of consumption change day by day at the pace of technological innovations in all areas. They want immediacy, simplicity and personalised advice when they need it.

UnbluTalk with Olga Miler: Reinventing Trust in a Digital World webinar

UnbluTalk with Olga Miler: Reinventing Trust in a Digital World

Join us for this exciting webinar to get inspired by leading industry thinker Olga Miler. The award-winning innovator, marketing expert and founder of the money coaching and learning toolbox SmartPurse will break down what it really means to reinvent trust in a digital world.

How digital offers advisors more than just a tool for video webinar

How digital offers advisors more than just a tool for video

There is a great opportunity within the forced focus on digital initiatives for advisors. The question is - are you seeing that opportunity and are you ready to take advantage?

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