Unblu

An artificial intelligence-powered assistant designed to automate customer interactions, providing instant support and guidance, thereby reducing response times and freeing up human agents for more complex queries.

Facilitates real-time, face-to-face communication between advisors/agents and customers through integrated video and voice calls, offering a more personal and immediate interaction channel.

Provides instant, text-based communication between website visitors/customers and agents, enabling quick query resolution and immediate engagement on digital platforms.

Offers a proprietary, encrypted messaging channel for confidential and secure asynchronous communication, ensuring sensitive financial discussions remain private.

Allows integration with various external messaging platforms, extending Unblu's reach and enabling communication with customers on their preferred messaging applications.

Enables advisors and customers to view and interact with the same web page simultaneously, allowing advisors to guide customers through online processes or explain complex information directly on the screen.

Extends the co-Browse concept to mobile applications, allowing advisors to guide customers within their mobile apps, resolving issues or demonstrating functionalities in real-time.

Facilitates the joint viewing, annotation, and interaction with documents in real-time, streamlining the process of reviewing and signing agreements or sharing important financial documents.

A specialized solution aimed at digitalizing and optimizing the services offered within physical branch networks, allowing for a hybrid customer service model that combines in-person and digital interactions.

An intelligent interface for advisors and agents that leverages AI to provide insights, automate routine tasks, and enhance their overall productivity and effectiveness in customer engagements.

Focuses on optimizing digital interactions to reduce operational costs, respect customer time, and drive sales by balancing automated support with human advice and efficient collaborative tools.

Tailored to financial advisors, this solution aims to increase the amount of time advisors can spend directly with clients (client-facing time), thereby driving Asset Under Management (AUM) growth through enhanced efficiency.

Offers a strategic approach to modernizing traditional bank branches by integrating digital capabilities, providing a cost-effective alternative to closures while aligning with a comprehensive customer service strategy.

Provides the technical framework for seamless connection with existing CRM systems, core banking platforms, and other enterprise applications, ensuring a unified customer view and streamlined workflows.

Adheres to stringent security standards (e.g., SOC 2 Type 2 recertification) and regulatory compliance requirements, ensuring that all customer interactions and data handling meet the highest levels of safety and privacy.