Enhanced Advisory via Scheduled Conversations
Keeping up regular appointments with clients can be challenging, especially when those clients prefer to use digital channels. Clients are more engaged in their financial lives than ever. While they strive to understand the best new investment to make, banks have the opportunity to become the go-to point to validate their assumptions.
Not all clients will pro-actively research their next investment. It does not mean they are not interested in making one. Having the ability to reach out on a regular basis to your clients will allow you to showcase the expertise and value of your advisors and research, further fostering your relationship, selling research services and executing transactions.
Stay on track
Staying on track with your financial projects is at least as important as keeping a nice haircut. Keep regular appointments with clients to maintain proximity and generate more value.
Unblu 7 introduces the ability for financial institutions to record all aspects of their conversations with clients. With Unblu 7 all exchanges independently of the feature used will be recorded and stored within our cloud or available for download via an S3 bucket.
Our recording feature supports our clients in complying with MiFID II recordkeeping requirements such as conversations directly or indirectly related to the execution of a financial transaction.
Records shall include the recording of telephone conversations or electronic communications relating to, at least, transactions concluded when dealing on own account and the provision of client order services that relate to the reception, transmission and execution of client orders.
Article 16, paragraph 7, MiFID II
In addition, Unblu is introducing audit logs, key functionality to maintain and keep track of changes in our clients' setup. Audit logs offer the guarantee that all actions performed within Unblu are traced and logged for future reference and audit purposes.
Secure Mail replacement via Embedded UI 2.0
As the number of channels used by customers to manage their financials increases, banks and insurance companies are looking to streamline the solution deployed to power those channels. By doing so, they scale deployment while keeping expenses reasonable. Additionally, this facilitates adoption across large institutions as adoption & training costs are kept to a minimum.
Unblu 7 is introducing a new and larger user interface for the visitor. This allows financial institutions to insert Unblu into their existing web environments in a fully integrated way, allowing Unblu to serve for example within an e-banking environment as a secure e-mail service.
New User Journey via Embedded UI 2.0
Unblu 7's new seamless and adjustable user interface will allow financial institutions to break from the traditional chat location on a page (bottom right), allowing them to integrate conversational banking in a variety of ways to best fit their clients' journey.
Canned Response 2.0
In Unblu 7, canned responses are filtered by location and language, and more customization is available to enable complex predefined responses, thus speeding up support answers.
Improved Agent User Interface (UI) and User Experience (UX)
For Unblu 7, we have listened to our customers’ feedback and focused our efforts on improving the usability of our conversational platform for agents and advisors, giving them control to do their jobs more efficiently and enjoyably.
Unblu Lead UX Designer