Collaboration
Collaborate with your bank customers on their terms
Engage, guide, and collaborate with customers in real time, wherever they are.
Digital collaboration for every customer interaction
Customers need guidance through financial processes. Unblu’s collaboration capabilities enable real-time support, from digital navigation to Document Collaboration and in-app assistance.
Co-Browsing for web navigation
Guide customers through applications and transactions on your website or customer portal. Create a collaborative workspace in seconds.
Mobile Collaboration for in-app support
Unlock advanced features with real-time navigation and Document Collaboration inside your mobile app.
Document Collaboration for secure file review and signing
Work on contracts, agreements, and reports together. The ultimate team collaboration tool for virtual meetings.
Online whiteboard for interactive engagement
Next-level video conferences. Draw, sketch, and brainstorm ideas visually with customers and clients.
Maxime Charton
Head of Strategy, Development & Innovation
Nicola Andreetta
Head of supportoATTIVO
Co-Browsing: Real-time web guidance
Help customers navigate digital services with live, interactive support.
.avif)
Augment chat and calls
Enjoy seamless collaboration. Advisors and customers can browse together while chatting, on a video call, or even during a phone call via an invite from the agent or PIN-based access.
Onboarding and transactions
Discover a wide variety of uses. Guide customers through applications, account setup, or self-service processes.
Secure and controlled
Define which pages can be browsed together, block sensitive fields, and ensure compliance with full transparency. Effective collaboration – without sacrifices.
Mobile Co-Apping: In-app support and document sharing
Extend collaboration into your mobile app for a smooth, in-channel experience.
Co-Apping for mobile navigation
Help customers complete in-app actions like fund transfers, wealth planning, or managing payments.
Frictionless support
No downloads needed. Advanced collaboration features ready and waiting inside your existing mobile application.
Document Collaboration: Secure file review & signing
Enable real-time, interactive document collaboration – without switching channels.
Real-time editing and review
A collaborative tool that allows advisors and clients to edit, highlight, and comment on documents together.
Secure file sharing
Maintain compliance with encrypted, authenticated document exchanges. It’s online collaboration software without compromise.
Built-in digital signatures
Clients can sign documents after logging into their portal, ensuring authentication and compliance within the collaboration platform.
Links with your current solution
Using DocuSign or similar software? No problem – our solution easily integrates with other solutions.
Whiteboard: Visual collaboration for interactive discussions
Move beyond text and visuals – collaborate with customers using an interactive whiteboard.
Sketch and brainstorm
Use drawing tools, shapes, and annotations to illustrate financial concepts.
Collaborative editing
Both advisors and customers can interact and contribute on a unified platform.
Seamlessly integrated
Launch a virtual whiteboard within Live Chat, Video calls, or Co-Browsing sessions.
.avif)
Screen Sharing: full desktop collaboration
For more advanced support, share entire applications or desktops.
Traditional screen sharing
Looking for more traditional collaboration processes? Advisors can view and guide customers through any software, application, or digital activities.
No integration required
Works instantly, even with third-party applications and external platforms.
