Scheduled Conversations
A seamless way of keeping regular appointments with your clients
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.
Regular appointments
Unblu allows agents & advisors to proactively engage with their clients on a regular basis. Embedding financial advice in their daily lives.
Follow ups
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.
Shift in client preferences accelerated by Covid
Source: Accenture
A compliant experience designed for discussing complex financial topics
Invite your customers
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.
Prepare your meetings
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.
Focus on your customer needs
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.
Leave compliance to us
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
One step further by adding online appointment scheduling to your website
Increase the conversion rate of inbound leads into meetings by asking less of your prospects
Let visitors on your website decided how they want to engage
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
McKinsey
See Unblu in action
Request a demo today
Fact Sheet
Download a PDF version of our Product Guide