Screen sharing transforms a conversation by providing both a visual context and the chance to interact visually. This engages customers, helps advisors solve problems faster, and creates a meaningful collaboration between the two.
Screen sharing allows participants to share the content of their screens and watch as the other participant interacts with it.
Participants can share part or all of their desktop, plus any media on their devices, without having to send or download files.
Unblu can record screen sharing sessions. Keeping records of all investment conversations is essential in the scope of MiFID II.
Advisors can share a internal desktop application with clients as they see fit and it adds to the conversation.
Sharing documents such as draft proposals with customers, helps to respond to client requests in a relevant fashion.
Customers can also share information stored on their devices, helping the advisor to understand exactly what the customer is referencing.
Our conversation recording feature allows you to record all types of co-browsings independently of the support used (desktop, tablet or mobile phone).Learn more on conversation recording
When consulting or helping with financial planning, advisors can share documents and other applications, making the conversation more productive, efficient, and the overall advising process faster.
Customers feel engaged and confident that their requests are being heard as they receive advice that is specific to their unique issue, building a trusting relationship.
Combined with Unblu video and voice call or Unblu secure text messenger, screen sharing offers the opportunity to take financial consultation to the next level.
Screen sharing allows customers and advisors to have more meaningful and more human interactions while still retaining the convenience and efficiency of digital banking.
Co-browsing allows advisors to join customers within their browsing session in real time, viewing and collaborating securely together on e-banking applications, customer portals, websites or documents.
When it comes to highly secure environments such as e-banking applications, co-browsing remains the best option as it is encrypted and secured to remain compliant.More on Co-browsing
Unblu’s screen sharing solution combined with other Unblu channels such as co-browsing, voice & video calls, or secure messenger, empowers you to ensure every customer conversation counts.