Unblu’s platform consists of a range of digital products designed to empower wealth managers and advisors to deliver advice that’s more personalized, flexible, and efficient.
Don’t limit your client touchpoints to just online meetings. Keep the conversation going and be there for your client with the convenience of secure text messaging.
Speed up the closing cycles by adding efficiency to your sales process. Have advisors collaborate with customers around forms, contracts, and documents. Verify the ID of your customers and sign all the required documents in a very natural conversational flow.
Advisors use Unblu’s Conversational Platform to host effective online client meetings that facilitate the building of loyal and meaningful relationships.
Improve customer satisfaction even when customers are struggling.
Secure Messenger and Live Chat permit convenient asynchronous and live communication between clients and advisors as they solve issues in an easy and intuitive way.
Learn more about secure messaging
Learn more about live chat
Co-browsing and screen-sharing allow the advisor to have more meaningful conversations. They can deliver expert and personalized information to customers, giving their customers an experience that equals that of a face-to-face meeting.
Learn more about co-browsing
Learn more about screen sharing
Speaking face-to-face immediately instills familiarity. Video call offers similar reassurance but also the greater convenience of remote real-time interaction. Voice call is also an option if a customer prefers. They can choose the communication channel that best suits them.Learn more about video & audio call
For secure and efficient online advice and a seamlessly integrated customer experience, choose Unblu.