Unblu Product Guide

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Whitepaper

Fostering adoption of digital services

The success of your digital interaction platform initiative hinges on advisor adoption. The enhanced experience that the technology can offer clients is only possible if…

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15 use cases for improved banking collaboration

Customer dissatisfaction in retail banking is driving customer churn, with JD Power claiming that 13% of US banking customers are likely to switch institutions due…

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Fact Sheet

Spark for Customer Service

Unblu Spark is our versatile engagement platform that combines AI and human interactions to enhance customer relationships over digital channels and beyond. It has been…

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Empowering the wealth advisor of today with AI

The wealth management sector is struggling to maintain profitability due to increased competition, client price sensitivity, an increase in M&A activity, and more. For financial…

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Fact Sheet

Spark for Wealth Advisory

How does Unblu’s secure digital interaction platform serve wealth management and private banking contexts? In this quick-look fact sheet, you will discover how we empower…

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Fact Sheet

Hybrid models with Unblu Branch

Across the globe, bank branch networks are struggling. In this fact sheet, you will gain a quick-look insight into a new hybrid model that can…

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Branches of the Future: A New Vision of Customer Service in the Banking Sector

In total, there has been a 20% reduction in physical bank branches since 2017. And this trend is continuing into 2024. The UK’s NatWest has…

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Case Study

Leveraging Unblu Branch to deliver a full network of hybrid branches across Switzerland

In 2017, Valiant Bank first began collaborating with Unblu. The aim was to find a solution to adjust to the decrease of In-Branch human assisted…

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Ensuring a smooth digital migration

Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment.…

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Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall. But that’s just…

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Client support and service via Live Chat and WhatsApp

Swiss Post has been working with Unblu to deploy new means of client engagement and support. Acting as the main Swiss Post employee interface, Unblu...

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Humanise your Digital Member Experience

Return to your mutual roots and provide a reassuring digital experience More and more of life is taking place online, including taking care of financial...

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A humanized digital member experience for credit unions

Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions.

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Fact Sheet

Unblu Secure Messaging: the ultimate guide

Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience. In this guide, we explain how our Secure...

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Fact Sheet

Unblu Product Guide

Your customers want you to be with them, wherever they are, moving alongside them from the real world to the virtual world and back...

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Co-Browsing: the ultimate guide

Secure & Profitable Online Engagement for the Financial Sector “Co-browsing technology is rarely used outside industries like financial services and telecoms, but it merits wider...

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Buyer’s guide for Digital Customer Interaction Solutions

A Digital Customer Interaction Solution empowers organizations to improve customer service experiences by offering swift, personalized advice across touch points. But every organization has unique…

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Thinking Outside the Bots

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.…

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Fact Sheet

How an improved client experience is the path to profit growth

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations. Readers…

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Fact Sheet

Unblu for Private Banking and Wealth Management

Deliver an experience that drives revenue In this guide, you will learn about: The power of experience Discover why experience matters in a wealth management…

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Women and Wealth

How to advise female investors on their terms Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are…

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Humanize your Digital Customer Service

More and more of life is taking place online, including taking care of financial matters. While this technological progress brings greater convenience and efficiency, are…

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Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing…

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Case Study

Private Banking in Belgium

Staying competitive through remote assistance and advisory Our client is a renowned private bank in Belgium. As a market challenger, they have invested in digital…

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From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has…

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Digital banking transformation: moving towards an omnichannel reality

An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service. Learn how financial organizations are undertaking and implementing digital transformation today...

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Beyond Bots: Real Conversations for a Meaningful Customer Experience

For all the convenience and efficiency of digital banking, customers tell us something is still missing. Customers definitely want the convenience of digital and omnichannel…

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Humanizing Online Customer Experience

Discover in our new FactSheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels,…

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Webinar

How digital offers advisors more than just a tool for video

There is a great opportunity within the forced focus on digital initiatives for advisors. The question is - are you seeing that opportunity and are you ready to take advantage?

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Unblu 7 I Engage anytime. Opportunity everywhere

In this 60-minute webinar, we will explore the new features in Unblu 7 and their potential impact on your business.

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FT Adviser: How to communicate with clients in a digital world

Financial advice has responded rapidly to the pandemic-driven digital transformation of operations, client interaction and shifting customer expectations.

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Levelling up your digital member experience

How to provide a reassuring digital presence that is human-centred by leveraging the Building Society ethos when building or reviewing your digital capabilities.

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Evolving Your Digital Engagement Journey

In this on-demand webinar, industry experts address this challenge through the lens of Carta’s drive to deliver stand-out digital experiences.

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Where compliance meets convenience

As they embrace digital channels, financial organizations have a duty to meet their regulatory obligations with regards to client and customer communications. However, compliance needs often conflict with customer convenience but it doesn't have to be that way.

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Conversational Engagement: Can secure & compliant messaging seriously impact revenue?

Join us to discuss the overarching role that conversational engagement plays in private wealth – and how the Unblu Secure Messenger can empower advisors to accelerate AUM growth.

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Conversational AI: Welcome to the age of superior customer service

Discover how Unblu’s AI-empowered chatbot can lower the cost per case in a retail banking and insurance customer services context.

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Assistive AI: The role of Conversational AI for wealth advisors

Discover how your advisors can benefit from an assistant that provides instant access to relationship-building insights.

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Optimize Your Branch Network To Serve Your Local Community

Discover the solution to a cost-effective and profitable branch network that exceeds customer service expectations.

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Unblu Spark 8 showcase webinar

Join us to discover the new features and enhancements to provide customers with a more authentic interaction experience.

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Unblu Branch: Cost-effective, local, and personal service experiences are possible!

The viability of traditional in-person CU branches is in doubt but branch networks can be cost-effective and profitable.