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A Generation of Customer Collaboration

Customers have been getting a lot of attention in the financial services industry lately, and for good reason. After all, they’re the ones who are interacting with and relying on banking services on a monthly, weekly, and daily basis. And many times they are even the ones footing the bill!

Fortunately, there are fintechs in the business of helping financial services companies connect with their customers. Take Unblu, for example. The Switzerland-based company launched in 2008 as a conversational platform for financial services companies.

Unblu allows banks and relationship managers to interact with their customers across multiple channels and mediums in order to keep the conversation natural, comfortable, and compliant. Customers can open a chat discussion, host a video call, or schedule a co-browsing session with a view of existing websites and screens to enhance the conversation of the customer’s view.

The company offers four products. The first, Conversational Banking, provides interactivity that allows for a seamless flow of questions, answers, ideas, and scheduling. Retail Banking and Private Banking allow the organization to enhance the user experience while better capturing leads for upsell and cross-sell opportunities. Lastly, the insurance offering provides the capability to submit claims and compare different products.

Key to the Unblu platform are the safety and compliance aspects. Not only does Unblu protect clients’ data, it also protects their information during screensharing by masking sensitive information. Organizations are safeguarded as well, with archived interaction logs and audit trails of client communications.

Last year Unblu opened an office in Frankfurt, Germany. The move aimed to support geographic expansion and marks the company’s third international office location– in addition to the U.S. and U.K.– outside of its Switzerland headquarters. And Unblu’s growth continues to compound. The company counts more than 120 financial services firms as clients– almost triple the number of clients Unblu had in 2017.

If you happen to be at FinovateEurope this week, you’re in luck! Unblu will take the stage during the second demo session on Wednesday, 12 February at the Intercontinental Berlin. There’s still time to register so book now!