unblu: Secure Digital Interaction for Financial Services
unblu helps financial institutions manage secure client communications. It is designed for wealth advisors and banking teams that need compliant digital interaction tools.
At a glance
- Category
- Customer Support
- Best for
- Wealth managers, Private banking teams, Retail banking operations, Corporate banking departments, Bank branch networks
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Wealth Advisory Engagement, Remote Banking Assistance, Digital Branch Interaction, Secure Document Review
- Official website
- unblu.com
unblu is a communication platform built for the financial services sector. It combines various digital channels—including secure messaging, video, and voice—into a single environment to help banks and advisors maintain secure contact with their clients.
The software is designed for a range of banking environments, from private and wealth management to retail and corporate banking. It also includes tools for branch networks to facilitate remote collaboration.
Beyond chat, the platform includes co-browsing and document collaboration features, allowing advisors to guide clients through digital processes in real time. This may help reduce the use of fragmented communication channels.
Buyers should confirm how the platform integrates with their existing contact center technology and internal systems to support advisor adoption.
Key Features
Provides encrypted, omnichannel messaging for secure client-advisor communication.
Supports secure digital calls and branded video interactions.
Allows advisors to interact with clients within their mobile app or browser to guide them through tasks.
An automated assistant designed to handle initial customer interactions.
Supports the secure sharing and joint review of documents with clients.
A digital workspace for agents and advisors to manage interactions.
Use Cases
Supporting client relationships through secure messaging and video calls.
Using co-apping to help retail banking customers navigate mobile app features in real time.
Providing remote collaboration tools for customers interacting with physical branch networks.
Collaborating on financial documents via a secure digital environment.
Best For
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
unblu is used by financial institutions to provide secure, compliant digital communication channels including live chat, video, voice, and document collaboration.
The tool is designed for wealth advisors, private banking, retail banking, corporate banking, and bank branch networks.
Yes, it includes an AI Virtual Agent and an AI-Powered Workbench to support customer and advisor interactions.
Pricing information is not publicly available; buyers should contact the vendor for current pricing details.
Source category: Customer Support
Source subcategory: Live Chat
