Digital Engagement for forward-thinking financial institutions
Unblu is a leading Conversational Engagement Platform that’s fine-tuned for the financial services industry.
Unleash the full power of conversations
Enterprise-ready conversational technology to ensure an exceptional customer experience, every time.
Advise with Secure Messenger
Increase client interaction with our secure in-app text messaging solution.
Support with AI and Live Chat
The support your customers love. Fast, efficient and human when it has to be.
Connect with Video & Voice
A quicker, cost-effective way to connect with customers and close deals.
Collaborate with Co-Browsing
View an interact with a customer’s application in a compliant way – no downloads required
View and Sign documents together
Be more efficient by sharing, navigating and signing documents together.
Fully integrated and secure
Unblu uses the authentication of the financial institution. We integrate into e-banking applications. customer portals and mobile apps.
SECURE MESSENGER & LIVE CHAT
Communicate with customers on their terms
Our solutions help banks provide a WhatsApp experience while remaining compliant. Unblu provides the same kind of real-time engagement as a phone call, but with a new level of fluidity as to when the exchange takes place, allowing it to naturally fit into a customer’s schedule.More on Secure Messenger More on Live Chat
VIDEO & VOICE
Engage in a branded, secure and personal way
Meet with customers in real-time on your existing channels to accelerate the sale process and provide better advice.More on Video & Voice
CO-BROWSING & SCREEN SHARING
Drive adoption on your existing digital channels
Co-browsing software lets you collaborate in real-time with customers. Your employees can work with them to discuss opportunities, fill out forms, or purchase products online.More on Co-Browsing
Unblu Conversational Engagement
Learn how the platform unpacks a domino effect of improvements for both your customer’s experience and for your bottom line.
Be efficient. Grow revenue.
Empower your employees to take care of your customers
A single, highly configurable dashboard to manage all customer interactions. Attend new clients, write or call your existing clients, schedule meetings, define your status, analyze your performance, and much more.More on Agent Desk
Grow revenue with client-convenient conversations
Unblu allows agents and advisors to proactively engage with their clients on a regular basis, embedding financial advice in their daily lives. With Unblu the channel can remain open after the meeting ends. Clients and advisors can continue the exchange, sharing research, messages, files or scheduling follow-up discussions.More on Scheduled Conversations
Record all customer interactions
From simple chat messages to co-browsing sessions, shared documents, and, of course, audio and video exchanges, our conversation recording can capture all aspects of an interaction for quality control and compliance purposes.More on Conversation Recording
Need to know
Third party Integrations
Integrate third party applications like external messengers, Bots, Callcenter or CRM systems.More on Integrations
Secure & Compliant
We know security is a paramount concern in financial services. We exceed industry standards when it comes to protecting your security and customer data.More on Security
100% FSI industry focused
We understand financial regulations and help you meet current and future compliance requirements (GDPR, Mifid2, PSD2, Financial Markets Authorities).
Why Unblu for financial services
160+ financial services implementations
Unblu has reference implementations and partnerships with leading banking systems, including Temenos, Finastra, Avaloq, TCS, Crealogix, Backbase, Ebankit, and more.
No server side storage of sensitive data
Exclude data from being processed or skip elements by tagging them on the target web application
No downloads for customers or agents
Unblu is completely browser-based and works without any software installation.
Secure recording and archiving
Conversations and interaction logs along with any message data (text, media, files) of every conversation are recorded and stored in the system. Standard APIs expose the information for downstream processing and archiving.
Using Unblu’s Conversational Platform, we can provide our clients with a way to support and guide members at every step of their digital journey.Member-Centric Experiences
Celero, a leading provider of digital technology and integration solutions to credit unions and financial institutions across Canada, has chosen Unblu’s Conversational Platform to enable their credit union clients to deliver member-centric experiences via digital channels that are as equally engaging as those within the credit union branch.
As a key part of our digital banking initiatives, Unblu’s co-browsing has enabled us to provide unrivalled customer support.Human Touch
Using Unblu ’s Co-Browsing, the bank introduced the human touch to digital channels, turning a self-service interaction into a personal exchange and the potential for additional revenue.
Sometimes customers have questions they are not quite sure how to formulate. This is why we offer co-browsing.Collaboration
During a co-browsing session, your client advisor telephones with you and is able to take a quick look at what you can see in E-Banking. They can then discuss new investment ideas and the latest research information with you or optimize your portfolio growth directly.
See Unblu in action