Unblu Overview

Unblu transforms digital interactions within the financial sector through its comprehensive conversational engagement suite. Tailored for financial services, Unblu's platform facilitates secure and efficient communication between clients and advisors. It enables real-time collaboration, leveraging tools like co-browsing and video chat to enhance customer experience. The platform is particularly effective in addressing the complex needs of financial consultations, ensuring privacy and compliance while fostering trust and clarity. Unblu's focus on the financial industry ensures that every feature aligns with sector-specific requirements, making it an essential tool for institutions aiming to deepen client relationships.

Use Cases

Customers recommend Engagement Management, Collaboration, Sales Document Management, as the business use cases that they have been most satisfied with while using Unblu.

Other use cases:

  • Customer Feedback Management
  • Content Sharing
  • Communication Management
  • Helpdesk Management
  • Contacts History
  • Call Recording
  • Generation Of New Leads
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Business Priorities

Acquire Customers and Improve Digital And Social Presence are the most popular business priorities that customers and associates have achieved using Unblu.

Other priorities:

  • Enhance Customer Relationships
  • Increase Sales & Revenue
  • Enter New Markets Internationally Or Locally
  • Grow Market Share
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Unblu Use-Cases and Business Priorities: Customer Satisfaction Data

Unblu works with different mediums / channels such as Phone Calls.

Unblu's features include Personalization, Recording, and Bot. and Unblu support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also Unblu analytics capabilities include Custom Reports, and Analytics.

Reviews

"...unblu forms an integral part of our broader offering for corporate banks and wealth managers, enabling them to achieve the kind of high-touch customer interaction that is essential for retention and growing market share and which was historically only available in branch...." Peer review by Temenos Group, Temenos Group

Unblu, Helpcrunch, Haptik, Smartsupp, JivoChat, etc., all belong to a category of solutions that help Live Chat. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Unblu offers a comprehensive suite of conversational engagement products for the financial industry. Relationships are reinvented through their innovative solutions.

Comprehensive Insights on Unblu Use Cases

Why is Unblu the best choice for Engagement Management?

What solutions does Unblu provide for Collaboration?

What makes Unblu ideal for Sales Document Management?

Why is Unblu the best choice for Customer Feedback Management?

How efficiently Does Unblu manage your Content Sharing?

18+ more Business Use Cases

35 buyers and buying teams have used Cuspera to assess how well Unblu solved their Live Chat needs. Cuspera uses 1004 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Live Chat needs.

Case Studies

Banking

CASE STUDY Banca Dello Stato

Banca Dello Stato, a Swiss bank, wanted to improve customer support by offering new digital channels. In 2020, they implemented Live Chat and Co-Browsing as part of their digitalization strategy. Thi...s helped them handle a 15% increase in support requests during the first half of 2023. The new channels allowed agents to manage multiple requests efficiently and provide better service. The bank aimed to reduce repeat calls and improve customer education through these tools.

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Banking

CASE STUDY Crédit Agricole next bank

Crédit Agricole next bank needed to update their digital capabilities to maintain service excellence. They identified a key friction point in their customer journey related to phone call limitations.... To address this, they implemented Unblu's embedded Co-Browsing. This allowed agents to guide customers securely during onboarding, increasing both client and agent satisfaction. The bank plans to further leverage Unblu's platform to enhance service efficiency and maintain high satisfaction levels.

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Financial Services

CASE STUDY Carta

Carta faced challenges with their support team due to rapid growth and complex equity management products. Customers lacked self-help options, leading to high handle times and low satisfaction in cha...t support. Carta implemented a strategy to educate support staff, empower analysts, and automate inquiries. They used Unblu's Co-Browsing and Live Chat to guide clients visually. This aimed to reduce repeat queries and improve customer satisfaction. Integration with Salesforce helped Carta analyze client service performance.

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Banking

CASE STUDY A long-standing private bank

A long-standing private bank wanted to enhance digital capabilities for High Net Worth Individuals (HNWIs). They faced security challenges with frequent fraud attempts. To address this, they equipped... Relationship Managers with Secure Messaging. The first phase involved integrating Secure Messenger with ebanking authentication. The next step is to integrate Unblu into Microsoft Dynamics CRM. This aims to reduce email use for sensitive documents and improve client-advisor interactions. The bank saw a 10-point increase in digital usage in France over 18 months.

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Financial Services

CASE STUDY PostFinance

PostFinance uses Unblu to handle over 20,000 conversations monthly. They replaced email with Unblu for secure messaging. This improved customer support and streamlined operations. PostFinance serves ...2.4 million customers with 3,655 employees. They use chat, co-browsing, and are adding video and voice consultations.

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Banking

CASE STUDY Raiffeisenbank

Raiffeisenbank, based in Prague, is part of the RBI Group and serves over 1,400,000 customers. To reduce strain on contact centers, they implemented Unblu's Live Chat, which decreased phone and email... inquiries. They also used Co-Browsing for high-touch interactions. The bank's digital sales conversion rate increased from 5% to 8% within a month, showing clients' willingness to use digital channels for business.

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Frequently Asked Questions(FAQ)

for Unblu

What is Unblu used for?

Unblu is a Live Chat Software mainly used by its customers to Acquire Customers and Improve Digital And Social Presence by Engagement Management, Collaboration and Sales Document Management .

What are the top features of Unblu?

Personalization, Recording and bot are some of the top features of Unblu.

What are Unblu alternatives?

Helpcrunch, Haptik, Smartsupp and JivoChat are popular alternatives for Unblu.

Where is Unblu located?

Unblu is headquartered at 18 King William Street, London, United Kingdom EC4N 7BP, GB.
lightning

Peers used Unblu for engagement management and collaboration

Unblu Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.22/5 ★

Read Reviews (6)
Custom Reports

4.72/5 ★

Read Reviews (57)
Analytics

4.47/5 ★

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.22/5 ★

Read Reviews (6)
Custom Reports

4.72/5 ★

Read Reviews (57)
Analytics

4.47/5 ★

Read Reviews (13)

Software Failure Risk Guidance

?

for Unblu

Overall Risk Meter

Low Medium High

Top Failure Risks for Unblu

Unblu Inc. News

Deflect yet still serve: The value of Conversational AI in customer service

Call deflection is a standard part of a customer service strategy for banking services and financial services organizations. Traditional channels, particularly phone calls, are resource-heavy, requiring the dedicated attention of customer service agents on a one-on-one basis. Increasing service efficiency (whether in a call center environment or otherwise) means that teams need to reduce the

The post Deflect yet still serve: The value of Conversational AI in customer service appeared first on Unblu.

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Consistency is key: Ways to improve customer service in banks

There is no one way to improve customer service in banks. Customers have diverse needs and can contact banks across many different touch points, making it challenging to offer a consistent service at all times. When this fails, it leads to a fractured journey and irritating pain points for customers. The problem of uneven experiences

The post Consistency is key: Ways to improve customer service in banks appeared first on Unblu.

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PostFinance: The road to conversational maturity with a long-term Unblu customer

PostFinance, which is owned by the Swiss government, is among the largest retail financial institutions in Switzerland and a leader in payment transactions. With an employee base of around 3,655 people, they serve a total of over 2.5 million customers. At Unblu, our collaboration with PostFinance began in 2016, kicking off with the introduction of

The post PostFinance: The road to conversational maturity with a long-term Unblu customer appeared first on Unblu.

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Unblu Spark: The art of authentic client relationships

In an advisory context, the quality of client relationships has a lasting impact on almost all performance metrics. Market knowledge and strategic insights are of course essential, but true value comes from the actual relationships. But what makes a strong client relationship? McKinsey talks about “four axes of convergence,� highlighting the strength and breadth of

The post Unblu Spark: The art of authentic client relationships appeared first on Unblu.

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Unblu Inc. Profile

Company Name

Unblu Inc.

Company Website

//unblu.com

HQ Location

18 King William Street, London, United Kingdom EC4N 7BP, GB

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