Digital interaction for financial services
Take pride in every customer engagement
WEALTH ADVISORY
Increase client-facing time to drive AUM growth
Unblu reduces administrative burdens by centralizing interactions and streamlining collaboration. With secure messaging, video calls, and document sharing all in one place, advisors spend less time on busy work and more time deepening relationships. The result? More meaningful conversations, stronger trust, and accelerated AUM growth.
Secure Messenger Document Collaboration AI-Powered WorkbenchCUSTOMER COLLABORATION
Balance automation with human advice
Automate routine tasks with AI while keeping advisors available for high-value conversations. With tools like chatbots, secure messaging, and Co-Browsing, you deliver fast, human-centered service that builds trust and drives results.
AI Virtual Agent Collaboration Video & Voice
HYBRID BRANCHES
Digitalize your current branch network
Closing branches isn’t the only option. With the right digital tools, banks can reimagine their physical network rather than reduce it. Embrace a cost-effective hybrid model that extends advisor availability, enhances service quality, and aligns with your overarching customer experience strategy — all while optimizing operational efficiency and preserving your local presence.
Unblu Branch AI-Powered WorkbenchProtect and serve
The strictest security measures for complete peace of mind
Secured authentication
Ensure user authentication by leveraging your financial organization’s current KYC security protocols such as passwords or biometrics.
Native call solution
Retain full data control with no third party data processing for any elements of voice and video calls.
Communication recording
All interactions – whether texts, calls, or beyond – are recorded and stored to comply with industry regulations.
Data security standards
Data is safely stored and never shared with third parties to protect client privacy and streamline regulatory compliance.
Flexible deployment options
Whether on-premise or on the Unblu Financial Cloud, you can choose the data hosting location and stay compliant with the highest level of security standards.
Data Loss Prevention (DLP)
Intercept sensitive data such as credit card numbers to avoid transmission – or integrate with your existing DLP solution.
