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Unblu Rethink customer relationships

Digital channels offer financial institutions significant potential to increase efficiency and reduce costs. What must never be compromised, however, is the trusted, personal relationship with clients. This requires digital solutions that enable real human connection while meeting the highest security and compliance standards.

Unblu delivers exactly that: Trusted by banks, wealth management companies, and insurance firms worldwide, Unblu helps organizations deliver more human, efficient, and meaningful client experiences across their digital channels.

Founded in 2008, Unblu supports more than 180 financial institutions globally, enabling them to strengthen customer relationships while meeting the highest standards of security, compliance, and data protection.

The benefits for you with Unblu solutions

Purpose-built

Purpose-built

Designed specifically for financial institutions, supporting advisory, service, and relationship-driven use cases in regulated environments.
High-touch

High-touch

Enable personal, trust-based customer interactions across digital and physical channels – without losing continuity or relationship quality.
Secure

Secure

Meet Swiss and European regulatory requirements with strong data protection, Swiss data residency options, and industry-standard security certifications.
Integrated

Integrated

Integrate seamlessly with customer-facing banking platforms and wealth portals, as well as with advisor-side tools such as CRM systems, advisor workbenches, and contact center solutions.
Efficient

Efficient

Reduce administrative effort and manual tasks, helping advisors and service teams focus more time on customer interactions and value-adding activities.
Comprehensive

Comprehensive

Cover a wide range of digital engagement and advisory use cases on a single platform, supporting consistent experiences across channels and business lines.
« We organized it so that agents take traditional video calls, phone calls and live chat. We saw a very smooth transfer of in-branch tasks to our digital service, and the new design is better accepted by customers because digital components have been added. »
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Dr André Bodmer, Head of Customer Center | Corporate Developer at Valiant

Seamlessly close to customers The options for you with Unblu

A single platform for all interactions Empower customers to engage on their terms

Unblu enables financial institutions to stay close to their customers – regardless of where interactions start or continue. Digital engagement and personal advice come together in one platform designed for relationship-driven banking and insurance.

A woman uses the secure meeting solution Meet from Unblu
A woman uses the secure meeting solution Meet from Unblu

The secure meeting solution from Unblu Meet – digital meetings with complete security

No one should overhear conversations in private – even if they take place online. Unblu Meet makes sure of that. Discover the versatile communication platform from our digitization specialist now. Tools such as co-browsing and video calls enable you to lead your customers seamlessly through a wide range of advisory topics to the conclusion of a contract. Securely.
A young man uses Spark on a mobile to communicate with a financial service provider

Digital customer communication with Unblu Spark Secure service and advisory interactions

Unblu Spark provides financial institutions with a secure, embedded environment for digital service and advisory. It combines omnichannel communication (messaging, video, voice) with real-time collaboration tools like Co-Browsing and AI-driven assistance to enhance advisor efficiency and the customer experience.

Hybrid branch engagement with Branch Rethinking physical branches

Branch modernizes physical banking by blending local presence with remote digital expertise. Centralized connectivity extends service hours and optimizes staffing while maintaining local trust. Banks scale their footprint and efficiency without compromising the essential customer experience.

Hybrid branch with Unblu Branch in Nyon

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Customer communication with Unblu Spark The secure omnichannel solution for financial service providers

Would your customer service team like to have more time for customer care, upselling and advice? Unblu Spark from our digitization specialist is the solution. In future, your simple enquiries will be handled by an AI-based chatbot, the system will automatically recommend suitable products, and switching between different platforms will be seamless. This creates the perfect omnichannel experience for your customers. While you use the freed-up capacity to cultivate real relationships and maximize your conversion.