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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

"...They provide highly secure engagement and collaboration software, enabling banks to enrich the digital experience of their clients...." Peer review

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

"...For simple everyday banking operations, interacting with a chatbot provides timely and relevant advice in a manner that is engaging and helpful...." Chatbot Software for Financial Institutions
"...Unblu s conversational interface can turn investment research efforts into a collaborative and helpful exchange...." Conversational Banking
"...AI Sezzle Golden Unblu AI Foundry Interactions Biometric Signature ID Cash Director LendIndex 12:20pm 1:20pm Lunch & Networking ..." Welcome to Day Two of FinovateFall

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

How does Unblu facilitate Engagement Management?

What benefits does Unblu offer for Collaboration?

What solutions does Unblu provide for Sales Document Management?

How does Unblu address your Customer Feedback Management Challenges?

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.

Read on →
 

Delivering Innovation: Celebrating the Tatra banka new in-app collaboration capabilities

Unblu has partnered with Tatra banka and Soitron to enhance Tatra banka's mobile app with Unblu's Digital Client Interaction Solution. This integration introduces "Mobile Co-Browsing," allowing secur...e, efficient client-banker interactions directly within the app. The feature enhances communication capabilities, offering secure messaging and video calls, while maintaining high security standards by restricting access to sensitive client data.

Read on →

A leading private bank in Paris - Banking - Medium

Paris, France

Unblu Messenger helped a leading private bank in Paris offer secure digital messaging for high net worth clients. The bank faced rising fraud and growing demand for digital services. Unblu enabled se...cure, authenticated conversations between advisors, assistants, and clients. Over 60% of French customers now use digital channels daily. The solution improved collaboration and allowed targeted, automated client communications.

Read more →

PostFinance - Banking - Large

Bern, Switzerland

Unblu helped PostFinance, a major Swiss bank, manage over 20,000 secure conversations monthly. The partnership began in 2016 with embedded co-browsing and live chat to support e-banking clients. Post...Finance later replaced email with Unblu’s secure messaging, streamlining all inbound requests. Agents now blend phone, chat, and secure mail, keeping average handling time stable. The bank continues to expand Unblu’s use, adding video and voice consultations for better customer support.

Read more →

Crédit Agricole next bank (Suisse) - Banking - Medium

Geneva, Switzerland

Unblu helped Crédit Agricole next bank improve digital banking for over 60,000 customers. The bank faced challenges with customer onboarding after moving to a new e-banking system. Phone calls alone ...could not meet customer needs. Unblu's co-browsing feature let agents guide customers securely online. This increased customer and agent satisfaction. The bank now plans to expand digital channels with Unblu for even better service.

Read more →

UNIQA - Insurance - Very Large

Vienna, Austria

UNIQA used Unblu’s Secure Messenger to modernize agent-customer communication. The tool was embedded in the My UNIQA app and web portal, making it easy for customers to reach their agents securely. U...sage of the messenger doubled between 2023 and 2024. Sales agents reported higher efficiency and customer satisfaction. UNIQA plans to expand mobile features for agents, supporting a hybrid model of digital and personal engagement.

Read more →

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. Aria enables banks to design and deploy client engagement flows, integrating communication channels, internal data, and AI. It automates routine interactions and supports compliance by allowing institutions to control AI's role in client journeys. Aria also streamlines processes like onboarding and KYC reviews, enhancing efficiency without compromising regulatory oversight.

Read more →
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.

Read more →
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.

Read more →

Unblu Inc. Profile

Company Name

Unblu Inc.

Company Website

//unblu.com

HQ Location

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

Social

Linkedin Twitter