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.
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.