WELATH MANAGEMENT
Build strong client relationships that last
Trust is the cornerstone of wealth management relationships. With Unblu, advisors can deliver a consistently outstanding experience that grows their assets over time.
The immediate impact of Unblu
Unblu’s Conversational Engagement Platform offers engagement and collaboration tools that emulate and enhance what’s possible in an in-person context. With all conversations taking place and recorded in a secure environment, advisors can:
A whole digital experience for mortgage advice
Compare product information easily
Co-browsing makes mortgage product research a collaborative and engaging exchange. The advisor is right there with the customer, helping them to compare products, navigate websites, and use tools like mortgage affordability calculators.
More about co-browsing
Streamline the application process
Advisors and customers can collaborate on mortgage proposals exchanging messages and documents. All documents are stored in a document repository.
More about secure messaging
Engage face-to-face for extra reassurance
Video call allows banks to re-create the familiarity and reassurance of face-to-face interactions. Conversation history and shared financial information are saved so customers don’t have to explain or send things multiple times.
More about Video & Voice
Simplify document collection
Unblu allows customers to submit documents digitally, such as income information or credit checks. These can be verified and assessed through the provider’s origination software, which is seamlessly integrated with Unblu’s system.
More about Unblu integrations
Use e-signature to close faster
Secure and integrated e-signature software allows customers to sign documents remotely, making the process as simple, smooth, and efficient as possible, and minimizing the time it takes to close a deal.
More about e-signature
Continue the conversation
Once the mortgage is approved and signed, continue to offer real-time customer support with secure text messenger or bots and AI. Keep the dialogue going and continue to provide an exceptional service.
More about chatbot integrationsA whole digital experience for mortgage advice
Compare product information easily
Co-browsing makes mortgage product research a collaborative and engaging exchange. The advisor is right there with the customer, helping them to compare products, navigate websites, and use tools like mortgage affordability calculators.
More about co-browsing
Streamline the application process
Advisors and customers can collaborate on mortgage proposals exchanging messages and documents. All documents are stored in a document repository.
More about secure messaging
Engage face-to-face for extra reassurance
Video call allows banks to re-create the familiarity and reassurance of face-to-face interactions. Conversation history and shared financial information are saved so customers don’t have to explain or send things multiple times.
More about Video & Voice
Simplify document collection
Unblu allows customers to submit documents digitally, such as income information or credit checks. These can be verified and assessed through the provider’s origination software, which is seamlessly integrated with Unblu’s system.
More about Unblu integrations
Use e-signature to close faster
Secure and integrated e-signature software allows customers to sign documents remotely, making the process as simple, smooth, and efficient as possible, and minimizing the time it takes to close a deal.
More about e-signature
Continue the conversation
Once the mortgage is approved and signed, continue to offer real-time customer support with secure text messenger or bots and AI. Keep the dialogue going and continue to provide an exceptional service.
More about chatbot integrationsDifferent products for diverse needs
Texting for low-touch real-time communication
Live chat and secure messenger capitalize on customer familiarity with texting. Live chat creates opportunities for efficient real-time interactions between customer and advisor, providing fast problem resolution. Secure messenger allows for asynchronous conversations. Customers can reply at their own convenience.
Learn more about secure messaging Learn more about live chat
Co-browsing for remote collaboration
Customers expect personalized help, specific to their unique problem. Co-browsing and screen-sharing put customers and advisors on the same page—literally. Advisors can then offer expert and customized guidance, just as they would in an in-person meeting, allowing for more meaningful conversations.
Learn more about co-browsing Learn more about screen sharing
Video call for high-touch personal interactions
Customers want the reassurance of speaking to an advisor face-to-face. Video call replicates this familiarity but in a remote and convenient way. If a customer prefers, they can always opt for a voice call instead. The choice is theirs.
Learn more about video & voice callChatbots for qualifying leads
Free up advisors to focus on the most valuable conversations by using a bot to gauge customer intent. Bots can qualify the request at the beginning of a customer conversation as well as answer simple, frequent, and low-stakes questions.
Learn more about chatbot integration
How we are different
Total compliance
Data protection, access to audit trails, masking, encrypted archiving, and geofencing all ensure that Unblu’s conversational tools are compliant with the necessary financial regulations.
Enhanced security
The SecureFlow Manager (SFM) ensures even the most highly secured applications can be safely accessed. Unblu’s technology can also be integrated into existing security set-ups without compromising them.
Innovative technology
Unblu Solutions require no downloads or installations for end users.
Comprehensive usability
Different digital tools can be combined into a single seamless journey, with advisors and customers able to switch smoothly between solutions and channels as necessary.
Flexible integration
On-premise installation is available. Other options are the Unblu Financial Cloud or a dedicated cloud operated by Unblu.
Enhanced efficiency
Unblu’s implementation methodology allows full operationality within a month. Our modular system means you can license some functions now and activate others later, without additional installation projects.
Absolute trust
Unblu has been transforming financial customer service for over ten years, helping more than 150 banks and insurance companies with innovative conversational tools that build trusting and meaningful relationships.
Book a demo
For secure and efficient online advice and a seamlessly integrated customer experience, choose Unblu.
