We allow financial institutions to
Engage with customers in secure video meetings
Personalized advice that is adapted to the customer’s unique needs is the best way to engage consumers, increasing satisfaction and loyalty. Thanks to Unblu, wealth managers and clients can discuss and collaborate on ideas and opportunities. Meetings can be scheduled or they can be spontaneous.
Provide omnichannel advice that is much more than video
With different communication channels available, including tools like co-browsing and video call, advisors and customers can chat in the way that suits them at that moment. Closing a mortgage takes time and several interactions. We allow advisors to keep all the meetings and relevant information in a single place. That makes the process much easier both for customers and banking employees.
Guiding customers through complex topics like pension plans, avoiding drop-offs by offering help at just the right time, advisors are able to increase sales.
Improve customer satisfaction
Self-service tools allow customers to make payments, file claims online, or access information. When they need reassurance, a video or voice call can connect them to a human advisor.
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 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.