Put an advisor in your client's pocket

Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together.

Human conversations available on digital channels

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 grows.

Keeping up with client expectations can be challenging as they have higher service requirements than ever before. Their wants and needs are being reshaped by digital, social, and mobile innovation. They want immediacy, simplicity and customized advice – and they want to communicate with their advisor at the time of their choosing. Every conversation is an opportunity to get to know your client, to be helpful, relate to them, and ultimately guide them through their financial decisions.

With Unblu’s Conversational Platform, wealth management firms focus on making human conversation available for every online interaction and on every channel. Ultimately there is no replacement for building a trusting relationship based on the very human aspects of needs, hopes, and fears. When human touch and expertise is combined with technological capabilities, the financial advisor can provide truly holistic experience, delivering value to the end client while driving revenue for the organization.

How our private banking and wealth management customers use Unblu

We work with more than 170 financial institutions around the world, helping them to optimize their processes of advice, sales, and online support. Our private banking and wealth management customers use our platform to:

Be in their clients’ pockets

We facilitate all communication through a digital channel. We have subsequently built out the ​​​​​​audio chat, video chat capability, the ability to share and visualize documents. Also the capability to then have a secure conversation which is akin to WhatsApp, run by the bank as a service for their clients.

One conversation space to communicate and share research

Unblu’s Co-Browsing tool turns investing research efforts into a collaborative and helpful exchange. Using Co-Browsing, the advisor is alongside the client, guiding the research process, navigating with them through websites and documents during their conversation.

Design hybrid client journeys

A client can text their advisor if that’s what is convenient for them. Or if they have more time, they may hop in the car and spontaneously visit them. Regardless of the channel they use, Unblu picks up the conversation where they last left off. Ultimately there is no replacement for building a trusting relationship based on the very human aspects of needs, hopes, and fears. When humanity and expertise are combined with technological capabilities, the financial advisor can provide truly holistic experience.

Bring ideas to trade

Unblu features are game-changers for relationship managers. Instead of leaving a client “alone” in a digital channel, the advisor is integrated into their daily life, providing advice when and how the client wants it. With an omnichannel presence, the advisor can guide the client through the decision-making process. All this is done in a fully-audited, compliant and 100% secure manner.

More about the Unblu Conversational Platform Business value for Unblu private banking and Wealth management customers
Provide relevant and contextual financial advice

To survive and thrive in this new reality, firms have to provide relevant and contextual financial advice that fits with a client’s situation. They also have to consistently demonstrate a true interest in their client’s financial well-being. These are challenging issues for the industry that will certainly shape the future. But our customers also see it as a window of opportunity for financial advisors to provide outstanding service to their clients and ultimately transform the customer experience.

Allow your clients to have an omnichannel relationship with their advisors

We allow clients to speak with their advisor when they want and how they want. While they have been quick to adopt online and mobile channels for service interactions, they still prefer human contact for important decisions. But they are reluctant to go into branch unless it’s for a worthwhile reason.

In a world with fewer branches and in-person meetings, financial advisors will have to rely less on the traditional workspace and instead leverage technology to drive client engagement and build relationships. Their workspace is evolving into a virtual space and they need to be as connected as their clients in order not just to keep up with them, but to provide virtual advice that is relevant and useful.

Equip advisors with the right tools

The right tools are making all the difference. The spontaneous, natural flowing communication style of our everyday interactions is now available for our financial conversations. Connective digital tools like video chat, Co-Browsing and Secure Messenger allow the advisor and client to build a trusting relationship without needing to be in the same room. Financial advisors know these tools can extend their ability to address the needs, wants and preferences of their clientele.

Why Unblu for Wealth Management

Unblu provides a complete conversation and collaboration platform especially focused on the financial services industry. It has been architected to scale across large businesses, address regulatory needs and provide a seamless migration from function to function within the same customer journey. The system has been in use in the wealth management industry for more than 10 years and features an extremely high degree of configurability.

We are the only company in the space that is 100% focused on the financial services industry. With over 150 banking and financial service implementations worldwide in institutions such as UBS, Deutsche Bank, Intesa Sanpaolo, and Barclays, Unblu is transforming how firms engage and collaborate with prospects and clients.

End-to-end capabilities

Our core platform integrates into existing digital channels (i.e does not require its own app). It turns a self-service platform into a multi-user application without changing the underlying software application. All the technology is built and owned by Unblu and is technically delivered through one encompassing platform.

Easily embedded

Unblu can easily be embedded into a private banking and wealth management’s web and mobile assets, from public websites to secure portals and mobile apps.

Proven business value across many customers

Unblu is proven to reduce support time and costs, improve NPS, and increase client engagement and conversion rates.

High-security standards

Unblu is designed to meet stringent data security and compliance requirements in the financial industry. The platform can be deployed on-premise or customers can use our Financial Cloud. Our technology is patent protected.

Supporting a highly regulated industry

Unblu understands Financial Services regulations and is built to meet required standards – whether stipulated by the local Market Regulator (Finma, Bafin, FCA, etc.) or through Pan European Regulations (GDPR, Mifid2, PSD2).

Designed for complex implementations

As our platform has been designed with complex implementations in the financial industry in mind, it can integrate with existing systems. This spans CRMs, Call Center Applications, External Messaging platforms such as WhatsApp, and, of course, the Core Banking System.

More about Unblu and Private Banking
Javier Puga

Client communication in a private wealth management or financial services context can be challenging. People have become used to a certain level of convenience in their interactions with various brands or for personal messages. However, the nature of financial conversations means that the convenience needs to be matched by a similar level of security and

Danny Baggs

There’s been substantial discussion surrounding the upcoming customer duty deadlines, with wealth management firms and private banks working overtime to adhere to new regulations.   The guiding principle of ensuring a high standard of behaviour and taking proactive action to deliver positive outcomes for clients is admirable – but not always easy to achieve practically.  For

Jens Rabe

The role of the financial advisor has transformed entirely. Shifting geopolitical contexts, new client expectations and demographics, and technological capabilities have changed how investment advisors build and maintain wealth management relationships.

Jens Rabe

The wealth management space has changed irrevocably. A combination of global developments, technological progress, generational shifts, and new opportunities have transformed the landscape. The growing mainstream market has led to a new type of investor who have unprecedented access to the wealth sector and are more likely to question traditional practices or authorities. Then there’s