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Overview
The Unblu software provides secure, conversational digital interaction for regulated industries, successfully aiding financial institutions in boosting client advisory services and managing sensitive interactions. Despite some users noting that uploading and downloading large files can be slow, its integration with core banking systems and compliant co-browsing features justify the investment.
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Starting Price
Custom
Unblu Specifications
Live Chat
Omnichannel Support
CRM Integration
Analytics and Reporting
What Is Unblu?
Unblu is a specialized digital interaction platform designed to embed high-touch human conversation directly into web and mobile channels, bridging the gap between automated self-service and expert human advisory. The platform empowers organizations to leverage their mobile applications for personal communication, holding virtual meetings within a secure online environment. This architecture enables relationship managers to facilitate seamless, secure document collaboration and continuous client dialogue, all without requiring clients to download external software, thereby increasing security and client uptake.
Unblu Pricing
Unblu Integrations
The software supports integration with multiple platforms, such as:
- additiv
- AdNovum
- Aspectra
- Citrix
- Directlink
- Finnova
- Kore.ai software
Who Is Unblu For?
Unblu is ideal for a range of financial institutions, including:
- Retail banking
- Private banking
- Wealth management
- Insurance carriers
- Credit unions
Is Unblu Right For You?
If your firm requires a platform that excels in compliant, high-value digital advisory and customer relationship management, Unblu is engineered for this precise niche. Recognized by industry bodies as an “Outstanding Front-End Digital Solutions Provider”, Unblu enables financial institutions to maintain security while fostering the deep client relationships that drive profitability. Its ability to seamlessly blend AI automation with human expertise offers the superior hybrid customer experience demanded in modern banking, maximizing both efficiency and customer satisfaction.
Still not sure about Unblu? Contact our support team at (661) 384-7070 for further guidance.
Unblu Features
This robust co-browsing technology enables agents to securely view and collaboratively navigate a client's screen in real time, without requiring any downloads or intrusive screen sharing. Agents gain visual context instantly, allowing them to provide precise guidance through complex online forms.
Agents and clients can seamlessly elevate any existing text conversation into a high-quality video or voice call directly within the digital interface. This provides a personal, face-to-face interaction channel that supports multiple participants, facilitating crucial advisory sessions and enhancing the digital relationship.
The “Secure Messenger” allows for long-running, continuous conversations between clients and their relationship managers, maintaining a complete and compliant history. This asynchronous communication capability supports a highly efficient, client-driven experience, ensuring all exchanges are tracked and available for later reference.
Unblu integrates advanced AI capabilities to provide immediate, context-aware self-service options for high-volume, routine inquiries and basic banking operations. These self-service bots act as an essential first line of defense, efficiently handling standard requests while providing a guaranteed safety net.
