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