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AI-powered platform for creating personalized, interactive content that drives revenue.

Secure collaboration platform for financial services, enhancing client engagement and streamlining communication.

Unblu is a collaboration platform designed for financial institutions, offering secure messaging, real-time collaboration, and remote in-branch experiences. It leverages an AI-powered communication platform to break down internal silos and streamline client interactions. Key architectural components include front-end components (Agent Desk, Visitor UI), back-end components (Collaboration Server), and external integrations. Unblu provides features like secure co-browsing via the SecureFlow Manager, audio and video calls with LiveKit or Azure Communication Services, and integration with various CRM and messaging systems. The platform integrates seamlessly into existing solutions, fostering advisor adoption and improving productivity. Unblu’s architecture emphasizes security and compliance, featuring SSO support, data encryption, and compliance with GDPR and SOC2 standards. It helps financial institutions drive AUM growth through better client engagement, reduce administrative overhead, and offer a unified, compliant client experience.
Unblu is a collaboration platform designed for financial institutions, offering secure messaging, real-time collaboration, and remote in-branch experiences.
Explore all tools that specialize in secure messaging. This domain focus ensures Unblu delivers optimized results for this specific requirement.
The SFM enables secure embedded co-browsing by managing restricted resources without exposing sensitive data. It intercepts and filters content, preventing data leakage.
Uses AI to streamline communication by analyzing interactions and providing agents with real-time suggestions and conversation summaries.
Allows agents to co-browse any web page or application with customers, regardless of the underlying technology. It supports both embedded and rendered co-browsing methods.
Records all interactions, including chat, audio, and video, for compliance and quality assurance purposes. Recordings can be stored securely and accessed for auditing.
Integrates with knowledge bots to provide agents and customers with quick access to relevant information and answers to common questions.
Enables secure co-browsing and collaboration within mobile applications. Integrates with mobile SDKs for Android and iOS.
1. Deploy Unblu Collaboration Server on-premises or in Unblu Cloud.
2. Configure the database (MS SQL Server, MySQL, Oracle, or PostgreSQL).
3. Integrate with existing CRM and authentication systems (SSO).
4. Customize the Agent Desk and Visitor UI with UI theming.
5. Set up secure co-browsing using the SecureFlow Manager (SFM).
6. Configure audio and video using LiveKit or Azure Communication Services.
7. Train advisors on using the Agent Desk and collaboration features.
8. Implement Web API and webhooks for custom integrations.
All Set
Ready to go
Verified feedback from other users.
"Customers praise Unblu for its secure collaboration features, improved efficiency, and enhanced client engagement, particularly in the financial services sector."
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