Kick off the relationship with a meeting. Create conversations that remain open for as long as it is needed by either the client or the financial institution.
Unblu allows agents & advisors to proactively engage with their clients on a regular basis. Embedding financial advice in their daily lives.
With Unblu the channel could remain open after the meeting ends. Clients and advisors can continue the exchange, sharing research, messages, files or scheduling follow up discussions.
Schedule meetings with your clients in a secure and easy way. Your clients will receive an invitation with access to all the information about the meeting.
Clients are only allowed into the conversation when the advisor starts it and and accepts them. Until then, the advisor can prepare the conversation. They can, for example, upload files, or prepare a website or document that they want to share with a client during the meeting.
When the meeting starts both clients and advisors have access to all Unblu conversational capabilities. Video, voice and all the collaboration functionalities that the Unblu platform offers. Share applications, websites, documents and much more.
To comply with all the financial regulations, such as MiFID 2, all interactions that take place in Unblu can be recorded, encrypted and stored securely.Learn more about our recording capabilities
Increase the conversion rate of inbound leads into meetings by asking less of your prospects
Contact forms are an easy way to interact but some of your visitors might be ready for a stronger engagement. On the other hand, hotlines & support centers are perhaps too much. An increasing number of people get anxious at the idea of speaking to a stranger over the phone. And very few like to wait in line for a call to occur.
Thanks to the solutions you can find in our ecosystem you could allow your customers to book a consultation when they are online.
“…consultation meetings from online appointments tend to have significantly higher conversion rates than meetings arranged in other ways
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