Video & Voice
Talk it through with your financial clients
Schedule secure and flexible calls with your clients – or jump on ad-hoc.
Personalize the customer journey
Humanize every interaction by offering face-to-face video and voice calls to build stronger, more empathetic customer relationships.
Immediate face-to-face elevation
Switch from chat to video with one click. Resolve complex queries faster by adding a personal touch the moment a customer needs more clarity.
Unified scheduling workflows
Connect with Outlook, Teams, or Google Calendar. Let advisors manage their day effortlessly while keeping customer meetings organized.
Effortless meeting scheduling
Allow customers to book sessions directly from your site or app. Reduce back-and-forth friction and ensure high-value interactions are planned.
Intelligent advisor augmentation
Empower agents and advisors to lead more effective meetings by automating manual admin tasks and removing language barriers for a more inclusive experience.
Intelligent post-call automation
Eliminate manual note-taking with AI-generated transcripts and summaries, keeping advisors focused on the customer, not the paperwork.
Inclusive global communication
Support every customer in their native tongue with real-time captions and live translations in over 30 languages during every call.
Automated meeting preparation
Streamline every session with AI-generated agendas and automated follow-up reminders to ensure no action point is ever missed.
Elevate the remote experience
Deliver high-quality, interactive video calls that reinforce professional standards and trust within your own branded ecosystem.
Brand-aligned call interfaces
Maintain total brand consistency by hosting video sessions within your own app or portal, ensuring a familiar and secure customer experience.
Professional interaction tools
Ensure privacy and clarity with modern features like background blurring and virtual backgrounds, designed for high-stakes advisory meetings.
Integrated collaboration
Elevate simple video calls by adding real-time Co-Browsing and Document Sharing, allowing advisors to solve complex problems side-by-side.
Security and compliance at the core
Ensure security settings, privacy, and regulatory standards for compliance with every interaction.
Customizable recording options
Manually start meeting recordings or set them to begin automatically. Securely store all interactions – text, voice, and collaboration – to meet regulations like GDPR and MiFID II.
Post-call transcripts
Full call transcripts are available during and after conversations, ensuring accurate records for compliance while following security measures.
Native solution or ACS
Fully native, without reliance on external or cross-border components. Alternatively, ACS can be used independently from MS Teams or alongside it.
Customer identification
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk for robust access control.
Frequently asked questions
How does Unblu facilitate language translation during video calls?
Unblu facilitates real-time translation by automatically generating live captions in the participant's preferred language. This functionality supports more than 30 languages and operates directly within secure environments, eliminating the need for third-party translation tools.
How does Unblu's video conferencing enhance client accessibility?
Unblu Video & Voice promotes inclusivity by supporting live captioning, real-time translation, and picture-in-picture video. Clients with hearing impairments or limited language proficiency can follow conversations easily, while advisors can offer multilingual service without external tools.
What are the integration options available with Unblu's video conferencing tools?
Unblu Video & Voice integrates directly with CRM, core banking, and scheduling systems such as Outlook, Google Calendar, and MS Bookings. SIP Gateway support allows connection to existing VoIP infrastructure, while APIs and SDKs make embedding within digital banking platforms straightforward.
How can financial advisors use Unblu to improve client engagement?
Financial advisors use Unblu Video & Voice to maintain human, contextual relationships within secure digital channels. Advisors can seamlessly escalate a chat to a video call, share screens, or co-browse documents during sessions. This omnichannel flow enhances convenience and trust, while real-time collaboration tools and meeting summaries increase follow-through and client satisfaction.
What features does Unblu's AI-powered support offer for video conferencing?
Unblu's AI capabilities empower agents and advisors before, during, and after meetings. The AI can automate routine tasks, translate in real time, provide post-call transcripts, and generate agendas, outstanding action points, and personalized follow-ups.
What are the benefits of secure video conferencing in financial services?
Unblu's secure video conferencing is purpose-built for financial services, ensuring all interactions are encrypted, logged, and compliant with audit and data retention regulations. The fully brandable solution reduces third-party dependencies, lowers total cost of ownership, and keeps all communication within a single secure, omnichannel environment.
