AI TOOL PROFILE
unblu: Secure Digital Interaction for Financial Services
- Customer Support
- Live Chat
- 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.
At a glance
- Best for
- Wealth managers, Private banking teams, Retail banking operations, Corporate banking departments, Bank branch networks
- Key use cases
- Wealth Advisory Engagement, Remote Banking Assistance, Digital Branch Interaction, Secure Document Review
- Official website
- Visit unblu official website
How AI is used
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
Secure Messenger & Live Chat
Provides encrypted, omnichannel messaging for secure client-advisor communication.
Video & Voice
Supports secure digital calls and branded video interactions.
Co-Browsing & Mobile Co-Apping
Allows advisors to interact with clients within their mobile app or browser to guide them through tasks.
AI Virtual Agent
An automated assistant designed to handle initial customer interactions.
Document Collaboration
Supports the secure sharing and joint review of documents with clients.
AI-Powered Workbench
A digital workspace for agents and advisors to manage interactions.
Use Cases
Wealth Advisory Engagement
Supporting client relationships through secure messaging and video calls.
Remote Banking Assistance
Using co-apping to help retail banking customers navigate mobile app features in real time.
Digital Branch Interaction
Providing remote collaboration tools for customers interacting with physical branch networks.
Secure Document Review
Collaborating on financial documents via a secure digital environment.
FAQ
What is unblu used for?
- unblu is used by financial institutions to provide secure, compliant digital communication channels including live chat, video, voice, and document collaboration.
Who is the target audience for unblu?
- The tool is designed for wealth advisors, private banking, retail banking, corporate banking, and bank branch networks.
Does unblu have AI capabilities?
- Yes, it includes an AI Virtual Agent and an AI-Powered Workbench to support customer and advisor interactions.
How much does unblu cost?
- Pricing information is not publicly available; buyers should contact the vendor for current pricing details.
Source category: Customer Support
Source subcategory: Live Chat
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