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.

Secure Messenger for Financial Services

Advise with Secure Messenger

Increase client interaction with our secure in-app text messaging solution.

Chatbot and LiveChat for Financial Services

Support with AI and Live Chat

The support your customers love. Fast, efficient and human when it has to be.

Video Banking

Connect with Video & Voice

A quicker, cost-effective way to connect with customers and close deals.

Co-Browsing and Collaboration for Financial Services

Collaborate with Co-Browsing

View an interact with a customer’s application in a compliant way – no downloads required

Document Co-Browsing for Financial Services

View and Sign documents together

Be more efficient by sharing, navigating and signing documents together.

Secure communication in Financial Services

Fully integrated and secure

Unblu uses the authentication of the financial institution. We integrate into e-banking applications. customer portals and mobile apps.


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


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


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.

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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.

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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

Unblu Integrations

Third party Integrations

Integrate third party applications like external messengers, Bots, Callcenter or CRM systems. 

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Secure Customer Communication

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.

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Focus in Financial Services

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

More than 170 implementations in 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.

Compliance in Financial Services

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

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.

Render protected / encrypted resources

The SecureFlow Manager is one of our patented software components which makes Co-Browsing possible even for highly secured environments.

Single sign-on (SSO) for web and mobile

Unblu uses existing authentication mechanisms already in place to authenticate agents and clients. 

  • 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.

    Dean Rathwell, General Manager, Digital Banking

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    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.
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    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.

    Chris Einsele, Head Client Advisor Channels at UBS

    More on UBS website

    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