Conversational banking for Backbase
Unblu powers Backbase digital banking apps and front-office workspaces so customers reach a real banker, RM, or advisor without ever leaving the app.
FOR YOUR CUSTOMERS AND MEMBERS
From AI agent to live advisor: zero friction, full context
Retail banking, business banking, private banking and wealth management customers get real-person assistance inside the Backbase banking app the moment they need it.
Help inside the Backbase banking app
Connect with a banker or advisor via Secure Messenger, Video & Voice, or Co-Browsing. No need for email, phone, or third-party apps.
Clean handoff from AI agent to human
When a conversation hits a complex dispute or high-stakes choice, it routes instantly to a human, complete with the full chat history.
One thread across the customer lifecycle
Every interaction stays in a single persistent conversation, with documents, history, and signed disclosures intact.
FOR YOUR RELATIONSHIP MANAGERS & CUSTOMER SERVICES REPRESENTATIVES
More advice. Less admin.
Manage every customer conversation from the Backbase front-office workspace – no extra console, no second login, no copy-paste between systems.
Every channel in one workspace
All chat, video, document review, and escalations live inside the Backbase front-office workspace alongside the customer record and previous interactions.
Pick up where the agent left off
Conversational Banking handoffs include full intent, transcripts, and context, allowing RMs to advise immediately instead of catching up.
Outreach driven by lifecycle signals
When the Customer Lifetime Orchestrator flags an eligibility change, an at-risk journey, or a life event, RMs reach out with personalized, context-aware messages.
YOUR ORGANIZATION
One compliant audit trail across the whole customer lifecycle
Every conversation is captured, encrypted, and retained within Backbase architecture.
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 into the Backbase front-office workspace
Front-office productivity for Relationship Managers (RMs), business bankers, customer services representatives, and wealth advisors – operating from the Backbase front-office workspace.
Centralized engagement
Every customer channel is handled from one inbox inside the Backbase front-office workspace.
Centralized engagement
Every customer channel is handled from one inbox inside the Backbase front-office workspace.
Specialist collaboration
Pull specialists or advisors into a live customer thread without losing context.
Specialist collaboration
Pull specialists or advisors into a live customer thread without losing context.
Proactive outreach
Take the initiative and reach out when a customer, client, or member may benefit
Proactive outreach
Take the initiative and reach out when a customer, client, or member may benefit
Deputy management
Hand customers between RMs across leave, time zones, or specialism.
Deputy management
Hand customers between RMs across leave, time zones, or specialism.
Native engagement across web & mobile
Unblu, embedded directly inside the Backbase banking app and customer-facing channels.
Secure Messenger
Encrypted, persistent customer messaging that stays put across banking app sessions, devices, and lifecycle stages.
Secure Messenger
Encrypted, persistent customer messaging that stays put across banking app sessions, devices, and lifecycle stages.
Co-Browsing
Walk customers through onboarding, lending applications, business cash-flow tools, or portfolio dashboards on a shared screen.
Co-Browsing
Walk customers through onboarding, lending applications, business cash-flow tools, or portfolio dashboards on a shared screen.
One-click Video & Voice
Open a face-to-face advisory session from any banking app screen – no third-party plugin, no external app, no install.
One-click Video & Voice
Open a face-to-face advisory session from any banking app screen – no third-party plugin, no external app, no install.
Document Collaboration
Share, annotate, and sign loan paperwork, KYC documents, and disclosures inside the conversation.
Document Collaboration
Share, annotate, and sign loan paperwork, KYC documents, and disclosures inside the conversation.
GET IN TOUCH
Ready to unlock the full power of Unblu and Backbase?
Talk to the Unblu partnerships team to see the integration in action and explore how it deploys across your Backbase retail, business, credit union, and wealth environments.
