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Use case · Onboarding

One platform to onboard them all

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

We allow financial institutions to

    Increase sales

    A seamlessly integrated customer journey that is clear at every stage reduces the risk of churn and increases conversion rates. Unblu’s digital tools allow you to efficiently onboard customers using chatbots and live chat before collaborating on documents with co-browsing and closing the interaction with e-signature software.

    Streamline the process

    Bots gather customer information and automate data entry while OCR systems check uploaded documents, reducing any friction in the process that might cause customer drop-offs.

    Make onboarding personal

    Digital solutions like co-browsing and messaging apps enable a natural and productive conversational flow between advisor and customer, creating a more personalized experience from the very outset.

    Delight customers from start to end

    Unblu’s integration with chatbot, identity verification, and e-signature software facilitates user adoption with a true omnichannel experience.

Why Unblu?

  • The need for speed

    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.

  • Simplify and streamline

    Chatbot integration enables customer service teams to simplify the data entry process while the use of OCR systems for checking uploaded documents reduces errors.

  • Enhanced collaboration

    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.

  • Stress-free integration

    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.

  • Secure and 100% compliant

    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.

Unblu’s combination of self-service and collaborative digital tools allow financial services to transform their customer service

Different products for diverse needs

    Texting: onboard on the go

    Texting: onboard on the go

    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.

    Learn more about secure messaging
    Learn more about live chat

    Co-browsing & screen sharing: see what the customer sees

    Co-browsing & screen sharing: see what the customer sees

    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.

    Learn more about co-browsing
    Learn more about screen sharing

    Chatbot: the best of automation and human

    Chatbot: the best of automation and human

    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
    Effortless integration

    Effortless 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

How we are different

    Total compliance

    Data protection, access to audit trails, masking, encrypted archiving, and geofencing all ensure that Unblu’s conversational tools are compliant with the necessary financial regulations.

    Enhanced security

    The SecureFlow Manager (SFM) ensures even the most highly secured applications can be safely accessed. Unblu’s technology can also be integrated into existing security set-ups without compromising them.

    Innovative technology

    Unblu Solutions require no downloads or installations for end users.

    Comprehensive usability

    Different digital tools can be combined into a single seamless journey, with advisors and customers able to switch smoothly between solutions and channels as necessary.

    Flexible integration

    On-premise installation is available. Other options are the Unblu Financial Cloud or a dedicated cloud operated by Unblu.

    Enhanced efficiency

    Unblu’s implementation methodology allows full operationality within a month. Our modular system means you can license some functions now and activate others later, without additional installation projects.

    Absolute trust

    Unblu has been transforming financial customer service for over ten years, helping more than 150 banks and insurance companies with innovative conversational tools that build trusting and meaningful relationships.

Book a demo

For secure and efficient online advice and a seamlessly integrated customer experience, 
choose Unblu.