Collaboration
Collaborate with your bank customers on their terms
Engage, guide, and collaborate with customers in real time, wherever they are.
Digital collaboration for every customer interaction
Customers need guidance through financial processes. Unblu’s collaboration capabilities enable real-time support, from digital navigation to Document Collaboration and in-app assistance.
Guide customers through applications and transactions on your website or customer portal. Create a collaborative workspace in seconds.
Unlock advanced features with real-time navigation and Document Collaboration inside your mobile app.
Work on contracts, agreements, and reports together. The ultimate team collaboration tool for virtual meetings.
Next-level video conferences. Draw, sketch, and brainstorm ideas visually with customers and clients.
Maxime Charton
Head of Strategy, Development & Innovation
Nicola Andreetta
Head of supportoATTIVO
Co-Browsing: Real-time web guidance
Help customers navigate digital services with live, interactive support.
Enjoy seamless collaboration. Advisors and customers can browse together while chatting, on a video call, or even during a phone call via PIN-based access.
Discover a wide variety of uses. Guide customers through applications, account setup, or self-service processes.
Define which pages can be browsed together, block sensitive fields, and ensure compliance with full transparency. Effective collaboration – without sacrifices.
Mobile Co-Apping: In-app support and document sharing
Extend collaboration into your mobile app for a smooth, in-channel experience.
Help customers complete in-app actions like fund transfers, wealth planning, or managing payments.
No downloads needed. Advanced collaboration features ready and waiting inside your existing mobile application.
Document Collaboration: Secure file review & signing
Enable real-time, interactive document collaboration – without switching channels.
A collaborative tool that allows advisors and clients to edit, highlight, and comment on documents together.
Maintain compliance with encrypted, authenticated document exchanges. It’s online collaboration software without compromise.
Clients can sign documents after logging into their portal, ensuring authentication and compliance within the collaboration platform.
Using DocuSign or similar software? No problem – our solution easily integrates with other solutions.
Whiteboard: Visual collaboration for interactive discussions
Move beyond text and visuals – collaborate with customers using an interactive whiteboard.
Use drawing tools, shapes, and annotations to illustrate financial concepts.
Both advisors and customers can interact and contribute on a unified platform.
Launch a virtual whiteboard within Live Chat, Video calls, or Co-Browsing sessions.
Screen Sharing: full desktop collaboration
For more advanced support, share entire applications or desktops.
Looking for more traditional collaboration processes? Advisors can view and guide customers through any software, application, or digital activities.
Works instantly, even with third-party applications and external platforms.
