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

"...With its live customer engagement solutions, unblu has become a strategic partner in delivering an online experience that truly rivals our branch based services...." Peer review by Bank Millennium, Bank Millennium

Peer review evidence (same sources as the product rating summary)

"...Join us to find out how Unblu can increase customer satisfaction and process efficiency through this important customer engagement journey...." Webinars
"...Turn self service browsing efforts into a collaborative experience...." Video Chat software for Conversational Banking
"...Sharing documents such as draft proposals with customers, helps to respond to client requests in a relevant fashion...." Screen Sharing Software for Financial Institutions

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.

Unblu Customer wins, Customer success stories, Case studies

What makes Unblu ideal for Engagement Management?

How efficiently Does Unblu manage your Collaboration?

How does Unblu address your Sales Document Management Challenges?

How can Unblu enhance your Customer Feedback Management process?

How does Unblu address your Content Sharing Challenges?

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.

 

Italian insurance provider UnipolSai incorporates Unblu conversational capabilities into its app

Italian insurance provider UnipolSai has integrated Unblu's conversational capabilities, including Co-Apping and message recording, into its app to enhance customer service. This collaboration aims t...o improve the app experience, allowing agents to guide customers more effectively and maintain high satisfaction levels.

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UNIQA - Insurance - Very Large

Vienna, Austria

UNIQA used Unblu’s Secure Messenger to improve customer engagement in insurance. They launched UNIQA Messenger in their app and web portal, making it easy for customers to chat securely with agents. ...Usage doubled from 2023 to 2024. Sales agents found their work more efficient and customers more satisfied. The solution helped UNIQA modernize communication and build stronger relationships.

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A long-standing private bank in Paris - Banking - Medium

Paris, France

Unblu Messenger helped a leading Paris private bank offer secure digital messaging for high net worth clients. The bank faced rising fraud and growing demand for digital services. Unblu enabled secur...e, authenticated conversations between advisors, assistants, and clients. Over 60% of French customers now use digital channels daily. 300 relationship advisors across 8 countries are equipped with Unblu. The solution improved collaboration and client communication.

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Raiffeisenbank - Banking - Very Large

Prague, Czech Republic

Unblu helped Raiffeisenbank reduce contact center load by shifting customer support to live chat. The bank trained a chatbot to handle simple queries, freeing staff for complex cases. Service-to-sale...s offers in live chat and on high-intent pages boosted product conversions. In August 2022, 5% of live chat sessions led to new sales, rising to 8% in September. Co-browsing and live chat also supported a major customer migration after acquiring Equa Bank.

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PostFinance - Financial Services - Large

Bern, Switzerland

Unblu helped PostFinance handle over 20,000 secure messaging conversations each month. PostFinance used Unblu to reduce phone calls and offer live chat and co-browsing support on their website. They ...replaced email with a secure messaging system, improving customer support. The team now uses video and voice features for digital consultations. PostFinance continues to expand Unblu’s role, focusing on better mobile experiences and digital advice.

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BPER Banca - Banking - Large

Modena, Italy

Unblu helped BPER Banca become a fully hybrid bank. BPER combined artificial intelligence with human advisors to improve customer experience. AI reduced conversation times and supported advisors with... real-time suggestions. This hybrid approach enabled BPER to offer complex financial products and increase cross-selling rates. Unblu was key in BPER’s digital transformation journey.

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Frequently Asked Questions (FAQ)

What buyers ask before choosing 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 Competitors

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

Product

Unblu Launches Aria, the Experience Studio for Financial Services

Unblu has launched Aria, a no-code orchestration platform for financial services, enabling banks to design and deploy client engagement flows with AI integration. Aria automates routine interactions, escalates sensitive conversations, and offers compliance teams control over AI applications. It supports client onboarding and KYC processes, enhancing operational efficiency without compromising regulatory oversight.

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Product

Unblu launches Aria, the Experience Studio for financial services

Unblu has launched Aria, a no-code AI orchestration platform for financial services. Aria enables banks and wealth managers to design and deploy AI-powered client engagement flows, integrating communication channels and data into a governed system. It automates routine interactions while preserving compliance and human oversight, offering fine-grained control over AI application.

Read more →
Awards

Unblu awarded Outstanding Front-end Digital Solutions Provider at London Event

Unblu received the "Outstanding Front-end Digital Solutions Provider" award at the Private Banking and Wealth Management Conference & Awards 2024 in London. This recognition highlights Unblu's commitment to delivering exceptional digital interaction solutions for the wealth management and private banking industry.

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Partnership

Backbase partners with Unblu to close the gap between digital convenience and human trust

Backbase and Unblu have formed a strategic partnership to integrate Unblu's conversational engagement platform into Backbase's AI-powered banking platform. This collaboration enables banks to offer seamless transitions from digital self-service to human-assisted interactions, enhancing customer experience and maintaining compliance. The solution, available in early 2026, includes live chat, voice, video, and co-browsing capabilities, aiming to deepen customer relationships and accelerate digital transformation in financial institutions.

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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

Social

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