Video & Voice

Face-to-face customer connection

Meet with customers in real-time on your existing channels to accelerate the sale process and provide better advice.

Focus on your customer

Customers appreciate the attentive one-on-one help that video chat offers. Accelerate the sales process by providing a personalized service. 

Be personal and convenient

When self-service or messaging conversations reach their limit, offer a face-to-face option that is personal, convenient, and instills confidence.

Build relationships

Connect with customers and build rapport on a personal, intuitive channel. Unblu’s Video Chat feature makes conversational engagement happen.

A secure hub to discuss complex financial topics

Simple, secure meeting scheduling. Your clients will automatically receive an invitation with all relevant information.

Secure and authenticated

Unblu Scheduled Conversations can be public or private. When security is needed, leverage your existing authentication mechanism to ensure compliant client conversations.

Prepare your meetings

Prepare the conversation beforehand and admit the customer or client when you see fit. That way, any files, websites, or documents can be ready and waiting in the secure environment before the conversation kicks off.

Focus on your customer needs

When the meeting starts, both clients and advisors have access to all Unblu conversational capabilities, including all collaboration functionalities that the Unblu platform offers.

Human interaction is critical to success

Runs on any browser or device

Your customer doesn’t need to install or download any software. It starts with a single click. 

Easily integrates with our Mobile SDK

Quickly add the Video Chat capability to your app on either iOS or Android.

Instant click to call

For when you’re having a bad hair day, start a voice call instead.

Secure and compliant communication

A secure, compliant solution that includes full session history, call recording, and encrypted archiving – as well as geo-location to restrict server-side processing to geographic regions.

Learn more on security and compliance

Take your video conversations to the next level with Unblu features

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    Embedded Co-Browsing

    Need more in-depth collaboration? Launch an Embedded Co-Browsing session without leaving the channel to view and interact with the same document remotely.

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    Universal Co-Browsing

    An extra layer of flexibility. Universal Co-Browsing enables participants to navigate to anywhere on the web together.

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    Document Co-Browsing

    Explore complex products or proposals, fill out forms, and even get secure signatures. It’s a side-by-side collaborative experience, wherever your client happens to be.

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    Scheduled Conversations

    Leverage scheduled conversations to adopt a proactive outreach policy – and become the go-to point of contact for clients to discuss or validate financial investments.

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Schedule Conversation - Unblu

Schedule appointments with customers

Streamline the experience to increase meeting sign-ups

Let website visitors decide how they want to engage

Put the power in your customers’ hands with a feature-rich ecosystem that allows them to book a consultation at the time of their choosing. 

Record all your interactions

Any conversation can be recorded and audited any time for compliance, quality, or training purposes. It’s that simple.

Learn more on conversation recording
Conversation Recording - Unblu

See Unblu in action