Real-World Case Studies and Customer Success Stories with Unblu

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-sales 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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Tatra banka used Unblu Co-Apping to create a secure communication space in its mobile app. The project started with a... pilot involving 20 bankers and quickly scaled to over 3,000 conversations in six months. The bank saw a 40% boost in efficiency for sales processes using remote assistance. Customers and bankers reported high satisfaction, with an SUS score of 84.6. The solution integrated seamlessly with Cisco and Soitron systems.
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Valiant Bank saw a 35% drop in in-person transactions from 2014 to 2017. The bank reduced branch hours but still... faced low customer visits. Valiant chose to expand by adding digital services and opening new branches. They used Unblu to support video calls, phone calls, and live chat. The new hybrid branch model led to cost savings, business growth, and better service experience.
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Crédit Agricole next bank (Suisse) wanted to keep service excellence for over 60,000 customers. After moving to a new e-banking... system, they saw that phone calls alone could not meet new customer needs. They used Unblu's co-browsing to guide customers safely online. This helped agents build trust and improved customer and agent satisfaction. The bank now plans to use more Unblu features to boost service efficiency and keep high customer satisfaction.
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Unblu Branch was deployed in 60 Valiant Bank branches across Switzerland. The bank faced a 35% drop in personal assisted... transactions from 2014 to 2017. Valiant responded by expanding digital services and opening new branches. The hybrid branch model led to cost savings, business growth, and better service experience. Clients accepted the new digital design more readily.
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Unblu Messenger helped a leading Paris-based private bank offer secure digital messaging for high net worth clients. The bank needed... to match its strong reputation for investment reporting with digital services. Unblu enabled secure, authenticated conversations between advisors, assistants, and clients, reducing reliance on email and combating fraud. Over 60% of French customers now use digital channels daily. The solution supports collaboration, outbound messaging, and integrates with Microsoft Dynamics CRM.
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Unblu helped Raiffeisenbank reduce contact center strain by shifting customer support to Live Chat. The bank used chat data to... train a chatbot for simple queries and added co-browsing for complex needs. Live Chat was prioritized on high-intent pages to boost digital sales. Out of 12,000 chat sessions, 320 new deals were closed in August 2022, a 5% conversion rate. This rose to 8% in September, showing strong digital channel adoption.
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Unblu helped BPER Banca become a fully hybrid bank. BPER combined artificial intelligence with human advisors to improve banking experiences.... The hybrid model lets BPER offer complex products like insurance and wealth management. AI tools from Unblu help advisors give faster, more accurate advice. This approach increased cross-selling rates and improved customer service. BPER uses Unblu to blend digital and human support for better results.
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Unblu helped Crédit Agricole next bank improve digital onboarding with embedded co-browsing. The bank needed to guide clients visually after... moving to a new e-banking platform. Co-browsing let agents interact with customers securely and build trust during onboarding. Both client and agent satisfaction increased. Agents spent more time helping clients, making the transition smoother.
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CMB Monaco used Unblu Secure Messenger to launch CMB Connect, a secure messaging service for wealth management clients. The bank wanted... to replace WhatsApp with a compliant, premium digital channel. Unblu enabled secure, instant document sharing and improved collaboration. The solution helps deliver a 100% premium experience for all client demographics. CMB Monaco sees Unblu as a gamechanger in digital client engagement.
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Banca Dello Stato used Unblu's Live Chat and Co-Browsing to improve customer support. The bank faced a 15% rise in... support requests as online banking grew. Live Chat let agents handle more requests at once, making support faster. Co-Browsing helped agents solve complex problems and teach clients. These tools gave customers more ways to get help and improved service quality.
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Unblu Secure Messenger helped CMB Monaco, a leading private bank, deliver a 100% premium digital wealth management experience. The bank faced... challenges with compliance and client communication, especially with the use of popular messaging apps like WhatsApp. By launching CMB Connect, powered by Unblu, they provided secure, instant, and compliant messaging for clients. This solution improved collaboration and ensured client needs were met quickly and securely.
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Unblu Branch helped Valiant Bank in Switzerland shift in-branch tasks to digital services. The bank saw a 35% drop in... personal assisted transactions from 2014 to 2017. Valiant responded by expanding digital capabilities and opening new branches. Unblu Branch was deployed in 60 locations. The project led to cost savings, business growth, and better service experience.
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Unblu Secure Messenger helped a leading Paris private bank boost digital adoption by 10 points in 18 months. The bank equipped... 300 relationship advisors across 8 countries with secure messaging for high net worth clients. Secure Messenger replaced email, protected sensitive data with ebanking authentication, and improved client journeys. Over 60% of French customers now use digital services daily. Advisors use Unblu to manage conversations and broadcast updates securely.
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Unblu helped PostFinance, a major Swiss bank, manage over 20,000 secure messaging conversations monthly. The partnership began in 2016 with... embedded co-browsing and live chat to support e-banking clients. PostFinance later replaced email with Unblu's secure messaging, streamlining all inbound requests. The solution enabled stable average handling times across text and voice channels. PostFinance continues to expand Unblu's use, adding video and voice consultations for better customer support.
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Unblu helped BPER Banca, Italy’s third largest banking group, transform its digital banking. BPER used a hybrid model that combines... AI and human intelligence. This approach improved advisor efficiency and increased cross-selling rates from 10% to 75%. Unblu’s platform enabled better customer support and more personalized financial advice. The bank now delivers a new, profitable banking experience.
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Unblu helped Raiffeisenbank reduce contact center strain by shifting customer support to Live Chat. The bank used chat data to... train a chatbot and added Co-Browsing for complex needs. Live Chat drove upsell opportunities, with 320 new deals and a 5% conversion rate in August 2022, rising to 8% in September. Raiffeisenbank prioritized digital channels to boost sales and improve customer experience.
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Unblu helped Tatra banka create a secure communication space in its mobile app. The pilot started with 20 bankers and... led to over 3,000 conversations and 14,000 minutes in six months. The new feature improved sales process efficiency and received a high SUS score of 84.6. Bankers and clients praised the application's ease and effectiveness. Tatra banka became a leader in digital banking customer experiences.
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Unblu helped Banca Dello Stato improve customer support by adding Live Chat and Co-Browsing to their e-banking platform. The bank faced... a 15% rise in support requests as more customers used online banking. Live Chat let agents handle several requests at once, making support faster. Co-Browsing helped agents solve complex problems and teach clients. These new channels made support more efficient and improved service quality.
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Unblu Secure Messenger helped a leading private bank in Paris improve digital advisory for high net worth clients. The bank faced... rising fraud and growing demand for secure digital channels. Unblu enabled secure messaging behind ebanking authentication for 300 relationship advisors. Over 60% of French clients now use digital services daily. The solution increased digital adoption and enhanced collaboration between advisors and assistants.
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Unblu helped PostFinance handle over 20,000 secure messaging conversations each month. PostFinance used Unblu's live chat, co-browsing, and secure mail... to replace email and improve customer support. The solution allowed agents to blend phone and chat channels, keeping average handling time stable. PostFinance continues to expand Unblu's use, adding video and voice consultations. The partnership started in 2016 and keeps growing.
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Unblu helped Crédit Agricole next bank improve digital onboarding with embedded co-browsing. The bank needed to fix friction in their... customer journey after moving to a new e-banking system. Unblu's co-browsing let agents guide clients visually and securely, boosting trust and satisfaction. Both client and agent satisfaction increased. The bank plans to add video, voice, and live chat for even better digital service.
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Unblu Secure Messenger helped CMB Monaco deliver a 100% premium client experience in luxury wealth management. The bank faced challenges... with secure communication and compliance, especially with clients using WhatsApp. Unblu provided a secure messaging solution that improved collaboration and document sharing. The digital transformation made client interactions faster and more secure. CMB Monaco now offers a gamechanging digital experience for its clients.
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Unblu Branch was deployed in 60 Valiant Bank branches in Switzerland. The bank faced a 35% drop in personal assisted... transactions from 2014 to 2017. Valiant responded by reducing branch hours and boosting digital services. The hybrid branch model helped avoid closures and supported expansion into new regions. The rollout led to cost savings, business growth, and better service experience.
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Unblu helped Tatra banka launch a new communication space in their mobile app. The pilot started with 20 bankers and... led to over 3,000 conversations and 14,000 minutes in six months. The solution improved sales process efficiency and received a high SUS score of 84.6. Bankers and clients praised the secure, seamless messaging and remote assistance features.
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Unblu helped BPER Banca, Italy’s third largest banking group, transform into a hybrid bank. BPER combined AI and human intelligence... to improve digital banking. AI reduced conversation times and boosted cross-selling from 10% to 75% when advisors engaged. The hybrid model let BPER offer complex financial products and personalized advice. Unblu’s platform played a key role in this digital transformation.
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Unblu helped Raiffeisenbank reduce contact center strain by shifting customer support to Live Chat. The bank used chat data to... train a chatbot for simple queries and added co-browsing for complex needs. Live Chat was prioritized on high-intent pages to boost digital sales. Out of 12,000 chat sessions, 320 new deals were closed in August 2022, with conversion rates rising from 5% to 8% in September. This shows strong customer willingness to use digital channels for banking.
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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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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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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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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, 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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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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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, 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, 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, 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, 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, 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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Schweizerische Post serves 2. 5 million customers each year. They wanted to reach all customer groups, so they expanded their...service channels. They added chatbots and live chat to their website and launched WhatsApp as an extra support channel. Within weeks, over 4,000 inquiries came through WhatsApp. Live chat and WhatsApp helped them solve more customer issues on the first contact.
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Swiss Post used Unblu to improve contact center efficiency. They added chatbot, live chat, and WhatsApp to help 2.5 million... clients. The goal was to handle more support requests digitally and keep costs stable. Within weeks, WhatsApp got over 4,000 inquiries. Live chat and WhatsApp increased first contact resolution rates. Clients now have more ways to get help.
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Unblu helped Swiss Post improve contact center efficiency by adding chatbot, live chat, and WhatsApp support. Swiss Post serves 2.5... million clients yearly with diverse needs. The new channels let customers choose how to get help. Within weeks, WhatsApp saw over 4,000 inquiries. Live chat and WhatsApp increased first contact resolution rates.
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Unblu helped Swiss Post improve contact center efficiency using chatbot, live chat, and WhatsApp. Swiss Post serves 2.5 million clients... yearly with diverse needs. The solution deflected support requests to digital channels, reducing pressure on agents. Within weeks, the WhatsApp channel handled over 4,000 inquiries. Live chat and WhatsApp increased first contact resolution rates and client satisfaction.
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Unblu helped PostFinance handle over 20,000 secure messaging conversations each month. PostFinance replaced email with Unblu to merge all inbound... requests into one secure platform. The company uses live chat, co-browsing, and chatbot support to assist clients on their website. Agents blend phone, chat, and secure mail channels for efficient customer service. PostFinance maintains stable handling times by using predefined responses across text and voice channels.
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Unblu Co-Browsing helped Carta improve customer support for its equity management platform. Carta faced high chat handle times and low... CSAT due to complex products and limited self-help options. They used Unblu's PIN-based Co-Browsing, Live Chat, and Embedded Co-Browsing to let support analysts guide users in real time. Integration with Salesforce enabled better analytics. Carta now empowers users and support staff, aiming for fewer repeat queries and higher customer satisfaction.
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Unblu helped Carta improve customer support for its equity management platform. Carta faced high chat handle times and low CSAT,... leading to a temporary chat shutdown. They used Unblu's PIN-based co-browsing, live chat, and embedded co-browsing to let support analysts guide clients in real time. Unblu and Salesforce integration enabled better analytics on service performance. Carta now empowers users with self-help and proactive support, aiming to reduce repeat queries.
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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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UNIQA used Unblu’s Secure Messenger to improve customer engagement in insurance. They embedded the messaging tool in their app and... web portal, making it easy for customers to reach agents. Usage of the messenger doubled from 2023 to 2024. Sales agents found their work more efficient and customers more satisfied. UNIQA plans to expand mobile features for agents to further boost loyalty and digital communication.
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Unblu Secure Messenger helped UNIQA, a leading European insurance company, modernize agent-customer communication. UNIQA integrated the messaging tool into its... "My UNIQA" app and web portal, doubling usage between 2023 and 2024. Sales agents found the tool efficient, and customers appreciated the secure, easy contact. The rollout improved customer engagement and retention, supporting UNIQA's shift to digital-first insurance services.
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Unblu Secure Messenger helped UNIQA modernize agent-customer communication in insurance. UNIQA integrated the messaging tool into its "My UNIQA" app... and web portal in 2020. Usage doubled between 2023 and 2024, showing strong adoption. Sales agents found the tool efficient and customers were more satisfied. UNIQA plans to expand mobile features for agents to further boost engagement and loyalty.
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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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Unblu enabled a mobile app with video, voice, chat, and mobile co-browsing. This solution helped merge online and offline banking... services. Clients around the globe can now access support through the app. The case highlights digital customer service in banking. No specific results or customer names are mentioned.
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Unblu enabled live help for all client segments. Advisors reached customers more easily. Service efficiency improved. Customer satisfaction increased. The... solution helped advisors deliver better support. No specific metrics are mentioned.
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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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