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Banking Case Studies and Customer Success Stories with Unblu

Raiffeisenbank - Banking

Unblu helped Raiffeisenbank improve product conversion. In 2020, Raiffeisenbank added Live Chat and Co-Browsing to their service. Agents offered better... service and gained more insights from customer interactions. This let them recommend products that fit each customer. Unblu also helped migrate 500,000 clients to a new front-end. The bank saw higher agent conversion rates and better client satisfaction.

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Banca Dello Stato - Banking

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. This 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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Crédit Agricole next bank - Banking

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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Raiffeisenbank - Banking

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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A long-standing private bank - Banking

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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PostFinance - Banking

PostFinance, a large retail financial institution in Switzerland, partnered with Unblu to enhance their customer support. They started by implementing... embedded Co-Browsing to assist clients in e-banking. Later, they replaced their email system with Unblu's secure messaging. This collaboration led to handling 20,000 secure messaging conversations monthly. The system prioritizes phone calls in the morning and chat channels in the afternoon, improving customer service efficiency.

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BPER Banca - Banking

BPER Banca, Italy's third largest banking group, used Unblu to enhance its digital transformation. Maurice Lisi, Head of Digital Business,... shared insights on a hybrid banking model combining human and AI elements. This approach addresses the failures of digital-only banks by offering complex financial products and personalized advice. AI tools improved advisor efficiency, increased cross-selling opportunities, and provided real-time support. Unblu played a key role in BPER's successful digital journey.

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Valiant Bank - Banking

Valiant Bank, a mid-sized bank in Switzerland, faced a 35% decrease in personal assisted transactions from 2014 to 2017. To address this,... they reduced branch hours and considered closing branches. Instead, they chose to expand by enhancing digital capabilities and opening new branches in Romandie, Jura, and East Switzerland. Unblu Branch was implemented in 60 branches, leading to cost savings, business growth, and improved service experience.

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Raiffeisenbank - Banking

Raiffeisenbank, based in Prague, is part of the RBI Group and serves over 1. 4 million 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 customer willingness to use digital channels.

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Banca Dello Stato - Banking

Banca Dello Stato, a Swiss bank, wanted to improve customer support by offering new digital channels. They faced a rise... in client requests due to increased online banking during the pandemic. To address this, they implemented Live Chat and Co-Browsing. These tools allowed agents to handle multiple requests efficiently and provide real-time collaboration. As a result, the bank improved service quality and managed a 15% increase in support requests in the first half of 2023.

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Financial Services Case Studies and Customer Success Stories with Unblu

Carta - Financial Services

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 chat 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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Other Industry Case Studies and Success Stories with Unblu

UNIQA - Insurance - Very Large

Unblu Secure Messenger helped UNIQA modernize agent-customer communication in insurance. UNIQA launched a branded messaging tool in its "My UNIQA"... app and web portal. Usage doubled from 2023 to 2024. Sales agents found it efficient and customers were more satisfied. The tool improved customer engagement and retention for UNIQA.

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CMB Monaco - Banking - Large

Unblu Secure Messenger helped CMB Monaco deliver a 100% premium digital experience for wealth management clients. The bank faced challenges... with secure client communication and compliance, especially as clients preferred popular messaging apps. CMB Monaco used Unblu to launch CMB Connect, a secure messaging service. This solution enabled instant, secure document sharing and improved collaboration. The initiative aimed to enhance client satisfaction and streamline advisor workflows.

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Tatra banka - Banking - Large

Unblu Co-Apping helped Tatra banka create a secure, permanent communication space in its mobile app. The bank started with a... pilot of 20 bankers and saw over 3,000 conversations and 14,000 minutes of engagement in six months. The solution let customers message, switch to calls, and keep information safe. Soitron ensured seamless integration with Cisco and Unblu. Tatra banka improved digital banking experiences for its affluent clients.

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Swiss Post

Swiss Post serves 2. 5 million clients annually and needed to cater to a diverse clientele. They partnered with Unblu...to enhance client engagement through chatbots, live chat, and WhatsApp. This helped handle more requests efficiently and increased agent productivity. The introduction of WhatsApp led to over 4000 inquiries within weeks, showing the importance of offering multiple communication channels.

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Customer Success Stories of Unblu

 

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 secure, 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.

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