Overview
Unblu is a Swiss-founded Digital Client Interaction Solution built specifically for the financial industry. It empowers banks and insurers to deliver secure, compliant, and human digital experiences.
Unblu solutions are designed to integrate seamlessly within an institution’s existing digital ecosystem, Unblu combines advanced AI capabilities, collaborative tools such as live chat, video and voice, secure messaging, and co-browsing, as well as innovative in-branch experiences. Running on IBM Cloud for Financial Services ensures that every interaction meets the highest standards of regulatory compliance, security, and data protection.
Business Challenge
Financial institutions often struggle with fragmented, outdated communication tools that are difficult to audit and inefficient for advisors, leading to compliance risks, reduced productivity, and inconsistent client experiences. Faced with the complexities of digital transformation — from legacy systems to strict regulations — banks and insurers need a secure, unified solution that maintains trust and compliance while enabling efficient, personalized engagement.
The Solution
Unblu, validated for IBM Cloud for Financial Services, provides a single, compliant engagement layer across all digital channels. It empowers advisors to connect with clients through secure messaging, video, and real-time collaboration features such as co-browsing and document sharing.
● For customers & clients: A seamless, secure, and personal experience — available anytime, anywhere.
● For agents & advisors: A 360° AI-Powered Workbench integrating AI assistance, CRM data, and back-office collaboration for more meaningful conversations and faster service.
● For the organization: A cloud-native, regulatory-grade platform that integrates easily with existing banking systems.
Results and Impact
Financial services institutions using Unblu have reported measurable gains in efficiency and engagement:
● Up to 40% improvement in operational efficiency
● 25% productivity increase, boosting service quality and profitability
● 50% more client interactions, with shorter call durations and higher satisfaction scores (NPS 94, SUS 84.6)
Why It Matters
By combining Unblu’s financial-grade engagement platform with IBM Cloud for Financial Services, banks and insurers can confidently digitize client relationships without sacrificing compliance, data security, or human connection. The partnership enables a new era of secure, hybrid advisory services that strengthen trust, efficiency, and growth.
IBM Cloud for Financial Services