Whitepaper
Take the pain out of claims
Within this whitepaper, you will find out how the right blend of convenience and personalized human interaction will provide your customers with the reassurance they seek and a positive experience they desire.
Downloads
Resources about us and opinion pieces about our industry
Fact Sheet
Unblu Secure Text Messaging: the ultimate guide
Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.
Whitepaper
Beyond Bots: Real Conversations for a Meaningful Customer Experience
Customers want convenience and practicality, but they also want personal interaction. They want to ask questions and they want the expertise of a trusted advisor. Quite simply, they want to talk to a real person.
Fact Sheet
The Role of the Financial Advisor
Clients have made it clear: they want banks to guide them in their future decisions and provide personalised, meaningful advice. These growing customer expectations are happening against a backdrop of sweeping changes in regulations.
Fact Sheet
Unblu Product Guide
Find out how the Unblu suite bridges the real world-virtual divide, empowering you to be where your customers are. Learn how the suite unpacks a domino effect of improvements for both your customer’s experience and for your bottom line.
Infographic
Unblu Suite: Advisory Use Case
Discover how banks can keep customer conversations open, interesting and relevant.
Fact Sheet
Unblu Platform Overview
Know all about the Unblu Platform. Discover how more than 120 financial institutions are delivering the conversational experience online (Secure Messenger, Co-browsing, LiveView Chat, Video and Voice calls, etc.).
Fact Sheet
Co-Browsing: the ultimate guide
Using co-browsing, banks can fill in this gap between online self-service interaction and traditional communication methods.
Infographic
The road to success in financial services
Banks have to establish mechanisms to remain close to their customers by supporting and advising them on their customer journey.
Infographic
Co-browsing implementation in the financial sector
Discover how one of the leading Swiss banks has implemented co-browsing for improving customer support and promoting transactions.
Fact Sheet
Humanizing Online Customer Experience
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, increasing customer loyalty and getting a higher differentiation
Fact Sheet
PSD2: Impact on customer experience, self-service and collaboration solutions
PSD2 is the new European directive that aims to create a single payment framework within the European Union, but it is a regulation that affects far more than payments. The directive allows third parties to access banking client information. Enforcement of the directive may mean that traditional banks lose a "monopoly" on their customer.
Case Study
Customer Experience: Battlefield for the Financial Industry
In this use case we show how co-browsing tools, used in the context of a collaborative customer interaction in a Wealth Management scenario, can help the financial industry to sell new and innovative products, remotely.