The Experience Studio for financial services
Compliance-first, AI-driven orchestration natively embedded within a bank's own authenticated channels – featuring no-code deployment and built-in human escalation.
ORCHESTRATION
Design intelligent workflows, without writing code
Aria provides a visual, no-code interface for designing complex engagement sequences – combining AI intelligence with rule-based logic for full control.
No-or-low-code flow builder
Design complex engagement sequences via a visual interface. Business users build logic without code, while developers get low-code extensibility – significantly reducing development cycles.
Drag-and-drop visual workflow designer
Hybrid AI + rule-based logic paths
Low-code extensibility for developers
Multi-model orchestration
Configure specific LLM providers (OpenAI, Azure, Anthropic, or local models) per node. Optimize for cost and performance at each step while maintaining provider independence.
Seamless system integration
Connect to CRM, CMS, or ERP systems via native integration nodes – no intermediary middleware required. Reduce architectural complexity and data latency.
Contextual data engine
Utilize real-time session data, conversation history, visitor metadata, and agent availability to steer flow transitions with full context awareness.
ai agents
Purpose-built agents for every interaction
Deploy intelligent AI agents that handle customer inquiries, route conversations, and manage escalations – available 24/7 across all channels.
Virtual Agent with cross-channel support
Consistent 24/7 support across Live Chat, WhatsApp, and SMS. Handles common inquiries, guides users through processes, and escalates seamlessly to human agents – ensuring a responsive experience across all channels.
Customizable to your organization's tone and compliance rules
Role-based access control for agent features
Knowledge-grounded answers from your data sources
Intelligent routing
AI detects customer intent and routes to the right team – support, advisory, or specialist – after checking availability in real time.
Queue & schedule management
Inform visitors about wait times, suggest alternative time slots, and book scheduled meetings – all automated and with opening-hour awareness.
Escalation & sentiment detection
Monitors conversation sentiment in real time and seamlessly escalates to human agents when the tone shifts, including full context handover.
Concierge
Manages conversation scope, opening hours, routing, and initial triage. This ensures a seamless handoff to specialized agents or automated tools based on specific user needs.
FAQ & knowledge agent
Answers common banking questions with knowledge-grounded responses from your data sources. Declines out-of-scope topics gracefully.
Direct actions
Executes real actions within the bank’s systems – pulling live account balances, initiating transfers, updating contact details, or triggering backend processes.
efficiency
Supercharge advisor performance
Equip your advisors and agents with AI-powered tools that surface the right information at the right time, reducing manual effort and improving every interaction.
Bot Sidekick for advisors
Context-aware assistants embedded within the advisor interface offer real-time support: suggesting next-best actions, surfacing relevant client data, and answering common questions – all without switching tools.
Real-time suggestions during live conversations
Connected to CRM and internal data sources
Meeting preparation with talking points and open tasks
Conversation summarization
Automatically condenses lengthy interactions into actionable summaries for documentation, searchability, and auditing.
Real-time translation
Bidirectional translation for chat, plus live captioning and translation for voice and video calls. Serve international and multilingual clients effortlessly.
Call transcripts & captions
Live, multilingual captions on Video & Voice calls enhance accessibility and transparency – critical for regulatory and high-stakes advisory contexts.
Security & Compliance
Enterprise-grade governance, built in from day one
Full control over data exposure, audit trails, and access – so you can move fast without compromising on compliance.
Admin access control
Full admin-level access control for configuration and deployment of all AI capabilities.
Data exposure control
Fine-grained control over exactly what data is exposed to AI models at each interaction.
Audit trails
Comprehensive monitoring and logging for all AI interactions, ensuring full traceability.
Credential store
Centralized management of LLM provider keys and API credentials with secure storage.
Flexible deployment
Your model, your rules
Unblu-managed AI infrastructure or bring your own LLM – with full provider independence and regional data controls.
Unblu-managed
Enterprise-grade AI via Microsoft Azure infrastructure with regional data control, zero model training on your data, and full privacy guarantees. Unblu handles setup, monitoring, and scalability.
Regional data processing
No model training on your data
Full privacy compliance
Customer-managed
Connect your own LLM subscriptions or on-premise deployments. Use the direct connector to Microsoft Copilot Studio for conversational experiences within your existing Microsoft environment.
Bring your own LLM provider
On-premise deployment support
Copilot Studio connector
Ready to transform your customer experience?
See how Aria can orchestrate intelligent, personalized engagement for your financial institution.
Request a demoFrequently asked questions
What are some competing AI agent orchestration platforms for banks?
The main categories of alternatives are standalone chatbot platforms built for customer service automation, horizontal enterprise AI platforms focused on general workflow automation, and custom build-your-own LLM pipelines. Unblu Aria differs from all three in that it is the only platform combining AI orchestration, advisor-facing AI tools, and compliance controls natively inside authenticated bank channels, without requiring a separate integration layer to support the human-in-the-loop model.
What challenges does Aria solve for banks implementing AI orchestration?
The main barriers to AI adoption in banking are compliance risk, channel fragmentation, and developer dependency. Aria addresses all three: compliance controls are built in from day one with GDPR, MiFID II, SOC 2 Type 2, and ISO 27001 coverage; workflows run inside the bank's own authenticated channels rather than external surfaces; and the no-code flow builder means business teams can design and iterate on engagement sequences without IT involvement. Human escalation with full context handover is built into every flow, ensuring regulatory requirements for human oversight are met automatically.
How do AI agent orchestration platforms integrate multiple AI models?
Aria uses per-node LLM configuration, meaning each step in a workflow can be assigned a different AI model, optimising for cost, latency, or capability at that point. Banks can connect OpenAI, Microsoft Azure OpenAI, Anthropic, or local on-premise models. For organisations already invested in Microsoft's ecosystem, a direct connector for Microsoft Copilot Studio is available. Provider independence is maintained throughout: switching or adding models requires no architectural change to the underlying workflow.
What are the main components of AI agent orchestration?
Unblu Aria is built around four components. The no-code flow builder lets banks design complex engagement sequences visually, combining AI intelligence with rule-based logic. The AI agents layer handles customer-facing and agent-facing interactions: virtual agent, intelligent routing, escalation, sentiment detection, and direct system actions. The advisor efficiency layer, such as the Bot Sidekick provides real-time AI support to human agents during live conversations. The governance layer provides admin access control, data exposure control, audit trails, and a centralised credential store, ensuring every AI interaction is traceable and compliant with GDPR, MiFID II, SOC 2 Type 2, and ISO 27001.
How does an AI agent orchestration platform work?
Aria orchestrates banking conversations end-to-end using a visual workflow designer. Banks design engagement sequences combining AI agents, rule-based logic, and human handoff points without writing code. At each node, Aria can call a configured LLM provider (OpenAI, Azure, Anthropic, or a local model) and connect to CRM, CMS, or ERP systems via native integration nodes. The result is a fully automated conversation layer that knows when to act autonomously and when to escalate to a human advisor.
What is an AI agent orchestration platform for banks?
Unblu Aria is an AI agent orchestration platform purpose-built for financial services institutions. It combines a no-code visual flow builder, intelligent AI agents, and advisor-facing AI tools in a single compliance-first layer, natively embedded within a bank's authenticated channels. Unlike generic AI platforms, Aria is designed around the constraints of regulated financial services: GDPR compliance, MiFID II audit trails, human escalation, and full data exposure control at every step.
