We allow financial institutions to
A seamlessly integrated customer journey that is clear at every stage reduces the risk of churn and increases conversion rates. Unblu’s digital tools allow you to efficiently onboard customers using chatbots and live chat before collaborating on documents with co-browsing and closing the interaction with e-signature software.
Streamline the process
Bots gather customer information and automate data entry while OCR systems check uploaded documents, reducing any friction in the process that might cause customer drop-offs.
Make onboarding personal
Digital solutions like co-browsing and messaging apps enable a natural and productive conversational flow between advisor and customer, creating a more personalized experience from the very outset.
Delight customers from start to end
Unblu’s integration with chatbot, identity verification, and e-signature software facilitates user adoption with a true omnichannel experience.
How we are different
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.
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.
Unblu Solutions require no downloads or installations for end users.
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.
On-premise installation is available. Other options are the Unblu Financial Cloud or a dedicated cloud operated by Unblu.
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.
Unblu has been transforming financial customer service for over ten years, helping more than 170 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.