Secure digital interaction, built into Avaloq's platform
Deliver seamless, compliant, and contextualized client engagement directly within the Avaloq web and mobile front ends
For Your clients
A premium, frictionless experience every time
Human-led support that feels native to Avaloq – keeping clients engaged, informed, and confident without ever leaving the app.
Frictionless support
Access real-time human help via chat, video, or Co-Browsing without ever leaving the secure environment.
Multitasking journey
Check portfolios or review investment mandates while staying connected to an advisor on a shared screen.
Personalized advisory
Receive high-touch, human-driven service that builds lasting trust and prevents journey abandonment.
For Your advisors
One system. More time for what matters.
Advisors stay entirely within Avaloq, freeing them from system-switching and giving them more quality time with clients.
Unified advisory workflow
Advisors manage every client interaction directly within their primary workstation.
Reclaimed professional capacity
Increase front-office productivity by 25% through automated summaries and context-aware interaction history.
Proactive relationship context
Eliminate starting from zero by seeing exactly where the client is in their digital journey before you engage.
Your organization
Enterprise-grade. Audit-ready. Compliant by design.
Internal efficiency gains for Relationship Managers (RMs).
Built-in compliance integrity
Ensure every interaction is logged, secure, and compliant with GDPR, FINMA, and MiFID II, right out of the box.
Enterprise-grade security
A certified connector that aligns with your core stack, reducing IT complexity and bespoke development costs.
Interaction recording & audit
Maintain full recording and archive of all digital channels in one auditable trail, alongside Broadridge's existing investor records.
High-impact tools, built directly into the Unblu Advisor Workbench
Internal efficiency gains for Relationship Managers (RMs).
Centralized engagement
A single workspace to handle one-on-one conversations or support queues while keeping full session context.
Centralized engagement
A single workspace to handle one-on-one conversations or support queues while keeping full session context.
Specialist collaboration
Invite specialists into live sessions to resolve complex requests or start breakout threads.
Specialist collaboration
Invite specialists into live sessions to resolve complex requests or start breakout threads.
Proactive outreach
Start new conversations with clients to share research updates or tailored product opportunities.
Proactive outreach
Start new conversations with clients to share research updates or tailored product opportunities.
Deputy management
Ensure service continuity by allowing advisors to manage a colleague's portfolio during absences.
Deputy management
Ensure service continuity by allowing advisors to manage a colleague's portfolio during absences.
Native engagement across web & mobile
Unlock the full potential of Unblu – embedded directly within your Avaloq UI
Secure Messenger
Asynchronous messaging with push notifications that allow clients to communicate at their own pace.
Secure Messenger
Asynchronous messaging with push notifications that allow clients to communicate at their own pace.
Contextual Co-Browsing
Advisors gain instant visibility into the customer’s navigation context for precise, guided support.
Contextual Co-Browsing
Advisors gain instant visibility into the customer’s navigation context for precise, guided support.
One-click Video & Voice
Seamlessly escalate from a text chat to a high-definition call with background blurring and recording.
One-click Video & Voice
Seamlessly escalate from a text chat to a high-definition call with background blurring and recording.
Document Collaboration
Securely exchange, review, and annotate agreements or proposals in real-time.
Document Collaboration
Securely exchange, review, and annotate agreements or proposals in real-time.
The partnership in action
The impact Unblu and Avaloq can have in your context
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