Unblu

1. Client schedules a consultation through the bank's website or app.

2. Advisor initiates a secure video call using Unblu.

3. Advisor shares financial documents and investment options via co-browsing.

4. Client and advisor discuss the options and make decisions in real-time.

5. Advisor sends a summary of the consultation and follow-up actions via secure messaging.

1. Customer starts a mortgage application online.

2. Customer requests assistance via Unblu's chat feature.

3. Agent initiates a co-browsing session to guide the customer through the application.

4. Agent securely reviews uploaded documents and provides personalized advice.

5. Application is completed and submitted with agent assistance.

1. Customer visits a local branch for assistance with a complex financial product.

2. Branch employee initiates a remote collaboration session with a specialist using Unblu.

3. Specialist joins the session via video call and shares expertise with the customer and branch employee.

4. Customer receives personalized advice and completes the transaction with the specialist's support.

5. Specialist follows up with the customer to ensure satisfaction.

1. Unusual activity is detected on a customer's account.

2. Bank initiates a secure messaging session with the customer via Unblu.

3. Agent verifies the customer's identity using secure authentication methods.

4. Agent reviews recent transactions with the customer via co-browsing.

5. Fraudulent transactions are identified and resolved in real-time.

1. New customer starts the onboarding process online.

2. Customer requests assistance via Unblu's chat feature.

3. Agent initiates a co-browsing session to guide the customer through the onboarding steps.

4. Agent answers questions and provides personalized support.

5. Customer completes the onboarding process with agent assistance.

1. Customer encounters an issue while using the banking app.

2. Customer initiates a support request via the app.

3. Agent connects via the mobile co-apping collaboration layer to view the customer’s screen.

4. Agent guides the customer through the issue using screen sharing and annotations.

5. Issue is resolved, and the customer can continue using the app without further interruption.