Case Studies
We’ve helped 170+ financial sector customers transform their digital channels


Becoming a leader in digital banking customer experiences
Tatra banka implemented Unblu Co-Apping into their mobile banking app – immediately improving the experience for bankers and clients.


Turning a luxury wealth management experience digital
Discover how CMB Monaco use Secure Messenger to deliver a premium, compliant, and digital wealth management experience.


Leveraging AI to enhance human led digital interactions
Implementing a hybrid model for the bank to introduce Human led interactions when they generate value for all stakeholders.


Improving customer engagement in insurance
Doubling digital engagement while keeping trust at the core – UNIQA modernizes customer relationships with secure, compliant messaging


Live help across all client segments
Reaching customers more easily and allowing advisors to deliver a more efficient service to improve customer satisfaction.


Enhanced HNWI advisory experience
Reducing exposure to fraud from emails, enabling the advisor / assistant duo within digital interactions, a renown Private Bank is enhancing its digital proposition.


Next-Gen Mobile Video Banking Service
Enabling the mobile App with Video & Voice, Chat and Mobile Co-browsing capabilities to merge the online and offline world to service clients around the globe.


Leveraging Unblu to increase product conversion
Raiffeisenbank’s collaboration with Unblu demonstrates how strong customer service can empower banks to increase their product conversion rate.


Ensure 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.


The road to conversation maturity
Achieving conversation maturity with more than 20,000 Unblu conversations with enhance capabilities such as Video & Voice, Co-Browsing and Co-Apping

Outstanding client service across multiple channels
For the past two years, Swiss Post has been working with Unblu to deploy a new means of client engagement and support: chatbot, live chat and WhatsApp.


Increase and improve digital customer interactions
Banca Dello Stato’s collaboration with Unblu demonstrates how text channels can divert phone calls to more efficient channels while increasing client satisfaction.

Transforming the branch experience with Valiant Bank
Faced with dwindling footfall, Valiant either had to close branches or transform their strategy. Discover how Unblu Branch helped Valiant to revitalize and expand their branch network.
Branch setup costs reduction
Reduced from USD 3M–4M to USD 500K–900K

Revenue from expansion
in new regions

Longer opening hours
per branch per day

FINTECH
Creating robust digital channels for an efficient, white glove service
As a technology provider specializing in a complex subject matter, Carta needed a mix of robust self-service tools and high-touch collaboration capabilities to ensure customer satisfaction.
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“We’ve found that investing a bit more handle time on a single interaction can pay significant dividends in customer happiness and long-term team-level productivity.”
CREDIT UNIONS
Enabling Member-Centric Digital Banking Experiences for Credit Unions
Celero, a leading provider of digital technology and integration solutions to credit unions and financial institutions across Canada, has chosen Unblu’s Conversational Platform to enable their credit union clients to deliver member-centric experiences via digital channels that are as equally engaging as those within the credit union branch. This integration is integral to Celero’s clients’ goals of increasing members’ comfort and engagement with Celero Xpress, which will ultimately drive adoption and use of the platform.
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“Using Unblu’s Conversational Platform, we can provide our clients with a way to support and guide members at every step of their digital journey.”
WEALTH MANAGEMENT
Bringing clients closer to their advisors
Thanks to Unblu’s technology, Renta 4 Banco has enabled its managers to engage with customers via chat, secure messaging, video calls along with a number of collaboration tools that allow them to do their work with customers remotely.
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“The bank’s main concern over the last few months has been to protect our investors’ assets, and once this objective has been achieved, we now seek to be closer to our clients. We want to be able to offer them the same quality of service that they are used to, even if the channels we have to use are different.”
