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Unblu Branch: Cost-effective, local, and personal service experiences are possible!

Can credit unions remain where their customers are? The viability of traditional in-person CU branches is in doubt. A recent survey of 2,058 Canadians found…

Spark for Customer Service
Spark for Customer Service

Unblu Spark is our versatile engagement platform that combines AI and human interactions to enhance customer relationships over digital channels and beyond. It has been…

Spark for Wealth Advisory
Spark for Wealth Advisory

How does Unblu’s secure digital interaction platform serve wealth management and private banking contexts? In this quick-look fact sheet, you will discover how we empower…

Unblu Branch guide
Hybrid models with Unblu Branch

Across the globe, bank branch networks are struggling. In this fact sheet, you will gain a quick-look insight into a new hybrid model that can…

Buyer's guide for Digital Customer Interaction Solutions
Buyer’s guide for Digital Customer Interaction Solutions

A Digital Customer Interaction Solution empowers organizations to improve customer service experiences by offering swift, personalized advice across touch points. But every organization has unique…

AI in banking report
Thinking Outside the Bots

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.…

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Unblu Spark 8 showcase webinar

Unblu Spark’s latest major version release has arrived! Discover the new features and enhancements to boost productivity and provide customers with a more authentic interaction…

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Optimize Your Branch Network To Serve Your Local Community

Discover the solution to a cost-effective and profitable branch network that exceeds customer service expectations. Bank branches are under threat There has been a downward…

Branches of the Future: A New Vision of Customer Service in the Banking Sector

In total, there has been a 20% reduction in physical bank branches since 2017. And this trend is continuing into 2024. The UK’s NatWest has…

How an improved client experience is the path to profit growth

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations. Readers…

Impact Day – Zurich 2023

Witness the power of conversational engagement Unblu's present and future Panel discussion: The role of Conversational AI in Financial Services The panel will explore the opportunities…

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Conversational AI: Welcome to the age of superior customer service

Discover how Unblu’s AI-empowered chatbot can lower the cost per case in a retail banking and insurance customer services context. The chatbot experience we imagined…

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Assistive AI: The role of Conversational AI for wealth advisors

Discover how your advisors can benefit from an assistant that provides instant access to relationship-building insights. An AI advisor like no other In a wealth…

Leveraging Unblu Branch to deliver a full network of hybrid branches across Switzerland

In 2017, Valiant Bank first began collaborating with Unblu. The aim was to find a solution to adjust to the decrease of In-Branch human assisted…

Unblu for Private Banking and Wealth Management

Deliver an experience that drives revenue In this guide, you will learn about: The power of experience Discover why experience matters in a wealth management…

Women and Wealth

How to advise female investors on their terms Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are…

Humanize your Digital Customer Service

More and more of life is taking place online, including taking care of financial matters. While this technological progress brings greater convenience and efficiency, are…

Ensuring a smooth digital migration

Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment.…

Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall.  But that’s just…

Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing…

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Conversational Engagement: Can secure & compliant messaging seriously impact revenue?

Compliant messaging that’s convenient Clients increasingly prefer to communicate with their wealth management advisors via messaging apps. However, the distinctly mobile-first experience that they crave…

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Where compliance meets convenience

Reshaping digital client interactions Over the past year, we’ve seen major firms overlook their regulatory obligations around client communications. Many companies have faced hefty fines…

Client support and service via Live Chat and WhatsApp

Swiss Post has been working with Unblu to deploy new means of client engagement and support. Acting as the main Swiss Post employee interface, Unblu…

Private Banking in Belgium

Staying competitive through remote assistance and advisory  Our client is a renowned private bank in Belgium. As a market challenger, they have invested in digital…

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Evolving Your Digital Engagement Journey

In today’s financial services landscape, customer experience is a defining factor for brand success and survival. Organizations must stay aware of the seismic shifts in…

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Levelling up your digital member experience

Humanising digital for the new age of member-centricity   Member trust is an invaluable asset. Empathy-driven organisations are the ones that secure long-term loyalty—but this…

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FT Adviser: How to communicate with clients in a digital world

Financial advice has responded rapidly to the pandemic-driven digital transformation of operations, client interaction and shifting customer expectations. As customer preferences change, individual demands have…

Humanise your Digital Member Experience

Return to your mutual roots and provide a reassuring digital experience More and more of life is taking place online, including taking care of financial…

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Unblu 7 I Engage anytime. Opportunity everywhere

In this 60-minute webinar, we explore the new features and their potential impact on your business. With Unblu 7 we focus on:   Improving customer experience…

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

  During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has…

A humanized digital member experience for credit unions

  Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions. …

Digital banking transformation: moving towards an omnichannel reality

An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service. Learn how financial organizations are undertaking and implementing digital transformation today.…

Unblu Secure Messaging: the ultimate guide

Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience. In this guide, we explain how our Secure…

Beyond Bots: Real Conversations for a Meaningful Customer Experience

For all the convenience and efficiency of digital banking, customers tell us something is still missing. Customers definitely want the convenience of digital and omnichannel…

Unblu Product Guide

Your customers want you to be with them, wherever they are, moving alongside them from the real world to the virtual world and back. Not…

Co-Browsing: the ultimate guide

Secure & Profitable Online Engagement for the Financial Sector “Co-browsing technology is rarely used outside industries like financial services and telecoms, but it merits wider…

Humanizing Online Customer Experience

Discover in our new FactSheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels,…