Unblu’s Conversational Engagement Platform offers engagement and collaboration tools that emulate and enhance what’s possible in an in-person context.
Compliant conversations. On all channels
Accelerate AUM growth
Build trust through experience
The features that drive results
- Conversational AI
- Secure Messenger
- Video & Voice
Leverage the power of Generative AI to provide faster, more accurate advice during client interactions. Improve efficiency while enhancing human advisor expertise.
Take part in asynchronous conversations that mimic personal popular messaging platforms – while ensuring all conversations are recorded for regulatory compliance.
Video & Voice
Schedule a call or launch one instantly from any channel, while always remaining compliant. Enhance communication and finalize purchases with whiteboard collaboration, document storage, and e-signatures.
View and interact with the same document or web page in a secure remote environment. Featuring visual-enhancement whiteboarding tools, Co-Browsing ensures hassle-free, high-touch collaboration