Solutions

Why Unblu for Financial Services

Unblu’s primary focus is financial services and in this section we explain why we are the preferred conversational platform for the financial institutions.

Industries

Retail Banking

Balance automation and human advice on your existing digital channels and self-service applications.

Industries

Private Banking

Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the client, their trust and confidence in their advisor grow.

Industries

Insurance

Insurance companies that offer consistent customer experience grow faster and are more profitable.

Use Case

Conversational banking

Customers want the convenience and practicality of online and omnichannel banking, but they also want personal interaction. Quite simply, they want to be able to speak with their bank.

Use Case

Digital Advice

Unblu’s platform consists of a range of digital products designed to empower wealth managers and advisors to deliver advice that’s more personalized, flexible, and efficient.

Use Case

Customer Service

Unblu’s platform can transform the customer journey, empowering your teams to offer a more personalized, efficient, and flexible experience, boosting satisfaction and rocketing sales.

Use Case

Customer Support

Unblu’s platform of digital tools offers banks and insurers the opportunity to optimize client interactions and deliver support that is customized, efficient, and convenient.

Use Case

Online Meetings

Remote meetings can be challenging. Unblu’s platform empowers advisors to deliver flexible, engaging, and meaningful help online with a choice of seamlessly integrated digital tools.

Use Case

Onboarding

Unblu’s platform of digital tools delivers an onboarding experience that is efficient and convenient yet personal, bringing value to both company and customer.