UNBLU FOR WEALTH MANAGEMENT
Build strong client relationships that last
Trust is the cornerstone of wealth management relationships. With Unblu, advisors can deliver a consistent and personalized wealth management client experience that drives loyalty.
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Immediate impact
Unblu’s Conversational Engagement Platform offers engagement and collaboration tools that emulate and enhance what’s possible in an in-person context.
Call-backs
Emails on active advisory
Positive customer
satisfaction
Increase in conversion rate
Compliant conversations. On all channels
Offer clients secure and convenient access to advice that mimics how they interact in their daily lives – while also adhering to messaging compliance regulations. Whether through user-friendly native channels or platform integrations (including WhatsApp, SMS, or more), Unblu gives clients the experience they deserve.
Accelerate AUM growth
Grow your base, modernize your relationships, and expand your reach with stronger client experiences. Unblu’s digital technology can be used ad-hoc or through scheduled meetings for key client conversations. Beyond offering dedicated spaces for focused client interactions, all communications are available behind secure areas (i.e. apps, portals, messenger). Embrace the power of conversation to accelerate AUM growth.
Build trust through experience
Lift and enhance financial advisors’ skills and expertise. Unblu’s Conversational AI can quickly comprehend client inquiries and provide financial advisors with accurate recommendations – or integrate with existing platforms to leverage the full potential of client data. Deliver a consistent and personalized digital channel experience that increases client satisfaction and drives loyalty.
Find out how we empower your teams
Bank Advisor
Relationship Manager
Customer Service Agent
