Video & Voice
Face-to-face customer connection
Meet with customers in real-time on your existing channels to accelerate the sale process and provide better advice.
Focus on your customer
Customers appreciate the attentive one-on-one help that video chat offers. Accelerate the sales process by providing a personalized service.
Be personal and convenient
When self-service or messaging conversations reach their limit, offer a face-to-face option that is personal, convenient, and instills confidence.
Build relationships
Connect with customers and build rapport on a personal, intuitive channel. Unblu’s Video Chat feature makes conversational engagement happen.
A secure hub to discuss complex financial topics
Simple, secure meeting scheduling. Your clients will automatically receive an invitation with all relevant information.
Secure and authenticated
Unblu Scheduled Conversations can be public or private. When security is needed, leverage your existing authentication mechanism to ensure compliant client conversations.
Prepare your meetings
Prepare the conversation beforehand and admit the customer or client when you see fit. That way, any files, websites, or documents can be ready and waiting in the secure environment before the conversation kicks off.
Focus on your customer needs
When the meeting starts, both clients and advisors have access to all Unblu conversational capabilities, including all collaboration functionalities that the Unblu platform offers.
Human interaction is critical to success
Runs on any browser or device
Your customer doesn’t need to install or download any software. It starts with a single click.
Easily integrates with our Mobile SDK
Quickly add the Video Chat capability to your app on either iOS or Android.
Instant click to call
For when you’re having a bad hair day, start a voice call instead.
Secure and compliant communication
A secure, compliant solution that includes full session history, call recording, and encrypted archiving – as well as geo-location to restrict server-side processing to geographic regions.
Learn more on security and complianceTake your video conversations to the next level with Unblu features
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Schedule appointments with customers
Streamline the experience to increase meeting sign-ups
Let website visitors decide how they want to engage
Put the power in your customers’ hands with a feature-rich ecosystem that allows them to book a consultation at the time of their choosing.
Record all your interactions
Any conversation can be recorded and audited any time for compliance, quality, or training purposes. It’s that simple.
Learn more on conversation recording
See Unblu in action