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Use case · CUSTOMER SERVICE

Deliver the in-person experience online

Unblu’s platform can transform the customer journey, empowering your teams to offer a more personalized, efficient, and flexible experience, boosting satisfaction and rocketing sales.

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We allow financial institutions to

Serve customers on their terms

By being able to visually interact, the customer is provided with a more effective form of guidance through unfamiliar applications, products or transactions, ensuring online channel adoption and success. Assist prospects and customers to subscribe and purchase your products/services when they are ready for that.



Grow revenue via existing online channels

We facilitate customer acquisition/onboarding by leveraging your existing investments.  Thanks to Unblu, you can offer advice and guidance in the natural and intuitive form of a conversation using digital tools like live chat or video, communicating with customers at their convenience, anytime, anywhere.



Improve customer support

Unblu allows customers and agents to get to the point quicker and improve the resolution time for the issue. This shortens support interaction times and increases customer satisfaction. 



Improve digital customer experience

We help financial institutions to provide a digital customer experience in-line with customers’ expectations. Thanks to Unblu, they can balance automation and human advice.

Why Unblu?

• Accelerate sales and support

  Self-service tools like chatbot allow customers access to advice anytime, anywhere, instantaneously. Text messaging and video are also available for more specific help, allowing for remote and convenient person-to-person communication.

• Save everyone time

  Resolve problems faster with digital tools like live chat for rapid responses to multiple customers at once, or co-browsing, providing a visual context to get to the crux of an issue quickly.

• Give lead generation a boost

  Multiply the opportunities for interacting with customers with digital tools like live chat or chatbots, connecting and communicating more frequently, increasing touchpoints, and generating more interest in products.

• Embrace automation

  On live chat, canned responses reduce reply times for more efficient support, while chatbots offer risk-free automation as customers can transfer to an agent whenever they need to.

• Reduce support costs

  Ease the workload of agents with chatbots to take over low-stakes and simple customer queries while co-browsing can reduce resolution times. Faster customer support means lower operational costs.

Putting the client first and making every conversation count, Unblu is the future of customer service

Different products for diverse needs

Texting: chat on-the-go

Secure messenger allows customers to chat with agents asynchronously according to their schedule and on an easy-to-use platform that can even be integrated into WhatsApp or Facebook Messenger. Live chat allows for real-time conversation while canned responses accelerate responses.

Learn more about secure messaging
Learn more about live chat



Co-browsing & screen sharing: see what they see

Use screen-sharing to gain a basic visual context to customer problems. Or initiate a co-browsing session to take it to the next level, joining customers in their browser, collaborating with them on documents, and guiding them through issues.

Learn more about co-browsing
Learn more about screen sharing


Chatbot: instant low-cost support
Chatbots are the first port of call for low-stakes problems—like making a payment—offering immediate cost-efficient help. Agents are free to focus on complex problems or can step in if a customer needs to speak to them at any moment.
Learn more about chatbot integration

Learn more about video & audio call
Connect with customers in remote person-to-person exchange using video call, offering reassuring and empathetic support and continuing to build trust even when in-person meetings are impossible. If a customer prefers, you can switch to audio call instead.
Learn more about video & audio call

How we are different

Total compliance

Data protection, access to audit trails, masking, encrypted archiving, and geofencing all ensure that Unblu’s conversational tools are compliant with the necessary financial regulations.



Enhanced security

The SecureFlow Manager (SFM) ensures even the most highly secured applications can be safely accessed. Unblu’s technology can also be integrated into existing security set-ups without compromising them.



Innovative technology

Unblu Solutions require no downloads or installations for end users.



Comprehensive usability

Different digital tools can be combined into a single seamless journey, with advisors and customers able to switch smoothly between solutions and channels as necessary.



Flexible integration

On-premise installation is available. Other options are the Unblu Financial Cloud or a dedicated cloud operated by Unblu.



Enhanced efficiency

Unblu’s implementation methodology allows full operationality within a month. Our modular system means you can license some functions now and activate others later, without additional installation projects.



Absolute trust

Unblu has been transforming financial customer service for over ten years, helping more than 150 banks and insurance companies with innovative conversational tools that build trusting and meaningful relationships.

Book a demo

For secure and efficient online advice and a seamlessly integrated customer experience, choose Unblu.