Unblu’s platform empowers advisors to deliver flexible, engaging, and meaningful help online with a choice of seamlessly integrated digital tools.
When circumstances make in-person meetings impossible, video call in conjunction with co-browsing is a strong substitute, allowing real-time face-to-face exchange that is efficient, personal, and convenient. Unblu’s platform is compliant with the necessary financial regulations and can be safely integrated into existing security set-ups.
Embedded and document co-browsing allows for greater productivity as advisors interact with customers in real-time, visual troubleshooting, editing documents together, and even signing them using e-signature integration.
Unlike other solutions, Unblu is not just a platform for holding meetings. It's a platform that allows you to maintain an open communication channel with clients and prospects for as long as necessary. At Unblu, we create a lasting secure zone where clients and consultants can meet, share information, and close deals.
Sometimes only speaking to a real person can reassure a customer. Video call allows advisors to offer empathetic face-to-face advice. Chatting in real-time allows them to build trusting relationships and increase conversions. A simple audio call is also an option.Learn more about video & audio call
See exactly what the customer is doing with co-browsing and screen-sharing. A visual context allows the advisor to offer specific and personalized help, reducing resolution times. With co-browsing, advisor and client can even collaborate, adding engagement to the interaction.
Learn more about co-browsing
Learn more about screen sharing
Messaging allows advisors and clients to solve issues quickly and intuitively, and help maintain relationships with ease along the way. Alerts can be sent via text so customers can react faster and messaging can also be used to schedule video chat appointments.
Chatbots save time and resources, offering instant customer support for simple and low-stakes inquiries, giving agents time to focus on more complex issues. Customers have the option to transfer to an agent at any time, making chatbots a risk-free solution.
For secure and efficient online advice and a seamlessly integrated customer experience, choose Unblu.