Conversational & Collaboration Platform for financial institutions

Founded in 2008, Unblu is a privately held Swiss company that provides financial institutions with the best technology to enrich the digital experience of their clients by extending their customers’ touchpoints and collaboration capabilities.

The Unblu Conversational Platform enables financial advisors and clients to engage, converse, browse & collaborate. Unblu customers can leverage their existing investments in the digital channels, increase the number of client interactions and boost transactions.

Unblu Conversational Platform

Presents bank and insurance companies with a unique opportunity to drive customer digital channel adoption, significantly increase customer satisfaction, and lower overall customer support costs.

Business impact

Build relationships

Create and maintain positive client relationships remotely by connecting securely in a personal and intuitive way through a natural and ongoing conversation.

Collaborate

Turn self-service browsing into a collaborative experience. During a conversation, advisors can use existing websites and documents together with their clients.

Boost satisfaction & sales

Use a range of digital tools to meet clients on their terms, providing help at just the right moment in the advisory process, proving your value, building relationships, and supporting investments efficiently.

Grow trust

Provide clients with a seamless experience throughout their online journey, capturing the best of one-to-one interactions to build relationships and trust.

Simple onboarding

Onboarding experience that is efficient and convenient, yet personal, bringing value to both the company and the client.

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