Unblu’s platform of digital tools delivers an onboarding experience that is efficient and convenient yet personal, bringing value to both company and customer.
Bot-guided customer onboarding can automate and speed up the process. By integrating bots, you can reduce support costs and resolution times, freeing up advisors for other tasks.
Chatbot integration enables customer service teams to simplify the data entry process while the use of OCR systems for checking uploaded documents reduces errors.
Embedded and document co-browsing provide a valuable visual context to problems. You can interact with customers in real-time and see exactly what the issue is, pointing out details and co-editing forms.
Unblu’s platform has been designed to make for easy integration of different tools — such as identity verification and digital signature solutions — allowing for a seamless customer experience.
Unblu’s platform can be integrated into existing security set-ups without compromising them while features such as data protection, masking, and geofencing ensure regulatory compliance and the highest levels of security.
Customer service teams can use texting to onboard customers in a way they find familiar, easy, and intuitive. For example, an advisor might share a document on messenger for the customer to complete on mobile, desktop, or in branch.
To make the process of filling in applications and signing forms more engaging and efficient, co-browsing or screen-sharing can be initiated. These digital tools allow advisors to undertake visual trouble-shooting, offering more personalized and specific advice to customers.
Unblu’s chatbot API is an ideal first port of call for customers, offering assistance in the natural form of a conversation. If a customer then wants human help, they can transfer to a real advisor at any time.Learn more about chatbot integration
Unblu’s set of APIs and webhooks allow for the seamless integration of additional services such as identity verification and digital signature software to further enhance the onboarding process. The result? An enjoyable, efficient, and friction-free customer journey.Learn more about video & audio call
For secure and efficient online advice and a seamlessly integrated customer experience, choose Unblu.