Generative AI
Combine AI and human interactions to enhance customer relationships over digital channels and beyond.
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In-App Secure Messaging
Securely exchange ideas, information, and documents to build stronger client relationships.
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Co-Browsing
The ultimate in remote visual collaboration to better support, advise – and generate additional revenue.
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Co-Apping
Supercharge your mobile support with Co-Apping to increase customer satisfaction.
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Hybrid branches: Valiant
Our interactive, on-site solution is cost-effective, profitable, and provides customers with a broader service offering at any location.
How do we enable your teams?
Customer Service
Financial Advice
Branch ManagersAsk for a personalized demo if you want to
Enhance customer support on multiple channels- Elevate customer experience with conversational AI, document collaboration, co-browsing, video & voice calls
- Offer compliant and convenient advisory service with Secure Messenger
Should you wish to see a personalized demo, please contact us at sales@unblu.com or fill out the form. Our team will get back to you as soon as possible.
More Videos
Explore a broader range of video content to dive deeper into the features and capabilities of our solutions.
Secure Messenger
Document exchange
Whether WhatsApp, SMS, or emails, the most convenient channels are often the most insecure. Share documents with peace of mind thanks to Unblu’s Document Exchange capabilities.
Breakout conversations
Give your clients access to the best advice on offer by inviting an expert to join you. Unblu’s breakout chats make it easy to serve your clients with a little help from specialized colleagues.
One-to-one relationship
Wealth management clients want frequent interactions with their advisor. Discover how you can make it easier for them to get in touch in a secure and convenient way.
Outbound messaging
The longer you leave it – the less confidence your clients have in you. Take the initiative to reach out to your wealth management clients to offer timely and insightful advice.
Deputy management
You can’t always be available to serve your clients. When you’re away, rest easy knowing that your colleagues are on hand as back-up deputies to maintain client communications.
WhatsApp connector
Do your clients or customers prefer WhatsApp? The Unblu Standard WhatsApp Connector provides agents and advisors with a simple way to communicate on the popular messaging app.
SMS connector
Banking customers like texts – provided they know they can trust them. Discover how you can offer customers reliable communication without sacrificing convenience.
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Secure MessengerCollaboration
Co-Apping
Customers like using their banking apps – until they need support and can’t find help. Co-Apping empowers your customer service time to provide in-app collaboration capabilities.
Co-browsing
In a bank branch, it’s easy to collaborate on a document or carry out research with a customer. The same should be true in a remote context.
Document Collaboration
Document Collaboration offers a seamless collaborative experience that avoids friction and frustration to guide the customer towards a decision that’s right for them.
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Document Collaboration
Co-Browsing
