Collaboration
Collaborate with your bank customers on their terms
Engage, guide, and collaborate with customers in real time, wherever they are.
Digital collaboration for every customer interaction
Customers need guidance through financial processes. Unblu’s collaboration capabilities enable real-time support, from digital navigation to Document Collaboration and in-app assistance.
Co-Browsing for web navigation
Guide customers through applications and transactions on your website or customer portal. Create a collaborative workspace in seconds.
Mobile Collaboration for in-app support
Unlock advanced features with real-time navigation and Document Collaboration inside your mobile app.
Document Collaboration for secure file review and signing
Work on contracts, agreements, and reports together. The ultimate team collaboration tool for virtual meetings.
Online whiteboard for interactive engagement
Next-level video conferences. Draw, sketch, and brainstorm ideas visually with customers and clients.
Maxime Charton
Head of Strategy, Development & Innovation
Nicola Andreetta
Head of supportoATTIVO
Co-Browsing: Real-time web guidance
Help customers navigate digital services with live, interactive support.
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Augment chat and calls
Enjoy seamless collaboration. Advisors and customers can browse together while chatting, on a video call, or even during a phone call via an invite from the agent or PIN-based access.
Onboarding and transactions
Discover a wide variety of uses. Guide customers through applications, account setup, or self-service processes.
Secure and controlled
Define which pages can be browsed together, block sensitive fields, and ensure compliance with full transparency. Effective collaboration – without sacrifices.
Mobile Co-Apping: In-app support and document sharing
Extend collaboration into your mobile app for a smooth, in-channel experience.
Co-Apping for mobile navigation
Help customers complete in-app actions like fund transfers, wealth planning, or managing payments.
Frictionless support
No downloads needed. Advanced collaboration features ready and waiting inside your existing mobile application.
Document Collaboration: Secure file review & signature
Enable real-time, interactive document collaboration – without switching channels.
Real-time editing and review
A collaborative tool that allows advisors and clients to edit, highlight, and comment on documents together.
Secure file sharing
Maintain compliance with encrypted, authenticated document exchanges. It’s online collaboration software without compromise.
Built-in digital signatures
Clients can sign documents after logging into their portal, ensuring authentication and compliance within the collaboration platform.
Links with your current solution
Using DocuSign or similar software? No problem – our solution easily integrates with other solutions.
Whiteboard: Visual collaboration for interactive discussions
Move beyond text and visuals – collaborate with customers using an interactive whiteboard.
Sketch and brainstorm
Use drawing tools, shapes, and annotations to illustrate financial concepts.
Collaborative editing
Both advisors and customers can interact and contribute on a unified platform.
Seamlessly integrated
Launch a virtual whiteboard within Live Chat, Video calls, or Co-Browsing sessions.
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Screen Sharing: full desktop collaboration
For more advanced support, share entire applications or desktops.
Traditional screen sharing
Looking for more traditional collaboration processes? Advisors can view and guide customers through any software, application, or digital activities.
No integration required
Works instantly, even with third-party applications and external platforms.
Frequently asked questions
What new features does Unblu offer for collaboration?
Unblu's collaboration suite includes Co-Browsing, Co-Apping, and Document Collaboration, all designed to create secure, efficient, and human digital interactions. Recent enhancements include mobile Co-Apping through the Unblu Salesforce App, delivering up to a 40% boost in efficiency and rapid adoption among customers.
What are the compliance considerations for digital collaboration in banking?
Unblu helps banks and insurers meet compliance requirements through secure communication channels, detailed audit trails, and integrated message archiving. Features such as recording of advisor-client sessions and storage in compliance with MiFID II, FINMA, and other regulatory frameworks make Unblu a trusted solution for compliant digital engagement across multiple markets.
How does Unblu integrate with third-party applications?
Unblu integrates seamlessly with leading financial platforms, including Avaloq, Backbase, Objectway, Wealth Dynamix, Broadridge, and BNY Pershing. Many institutions embed Unblu directly into Salesforce or Genesys to create unified agent workbenches – allowing phone calls, live chats, and collaboration tools to appear in one interface. These integrations streamline workflows and enhance advisor productivity.
What security measures are in place for digital collaboration?
Unblu's digital collaboration features comply with ISO 27001:2022 and SOC 2 Type 2 standards. All communication and collaboration sessions – such as Secure Messenger, Co-Browsing, and Video Banking – are encrypted and auditable, ensuring adherence to regional financial regulations. This security-by-design approach supports strict data residency, traceability, and compliance demands of regulated institutions.
What is the role of AI Virtual Agents in financial services?
AI Virtual Agents within Unblu enhance both client and advisor experiences. Beyond managing customer queries, Unblu's AI – like the Sidekick assistant – supports advisors by suggesting accurate responses, surfacing knowledge documents, and streamlining complex workflows such as credit or mortgage requests. Combined with human handoff, this hybrid approach improves efficiency and increases cross-sell opportunities.
