Unblu

Unblu, founded in 2008 by Luc Haldimann, is a Swiss software company specializing in conversational solutions for the financial services industry. Haldimann, who serves as Co-CEO, has a background in computer science from ETH Zürich and a history as a tech entrepreneur, previously co-founding the CMS software vendor Obtree, which was later acquired. His experience in the software sector is complemented by his role as a board member of SwissICT, where he contributes to the Swiss tech industry. Unblu itself was acquired by Swiss Post in November 2022.

The firm targets the financial sector, including banks, insurance companies, wealth management firms, and credit unions, with a client base of over 170 institutions. Unblu's business model is centered on providing a software suite that enables financial institutions to engage with their customers across digital channels. This is achieved through a subscription-based model, with pricing dependent on the specific features and deployment method chosen, which can be on-premises or cloud-based (SaaS). The company aims to help its clients increase revenue, improve customer support efficiency, and enhance digital interactions.

Unblu’s core offering is a conversational platform designed to integrate human and AI-driven interactions. Key features of the platform include secure live chat for short-term support, and secure messenger for long-term client-advisor relationships. The visual collaboration tools are a significant component, featuring co-browsing, where agents can securely navigate a website or mobile app with a customer in real-time without needing to download extra software. The platform also supports document sharing and collaboration, video and audio calls for up to six participants, and chatbot integration. These tools are designed to be embedded within a financial institution's existing secure digital environments, such as client portals or mobile apps, ensuring that data security and compliance standards are maintained.

Keywords: conversational platform, financial services, customer engagement, co-browsing, digital banking, wealth management, insurance technology, secure messaging, live chat, video banking, visual collaboration, client interaction, digital advisory, customer support software, hybrid advice, fintech, SaaS, on-premises deployment, customer experience, digital transformation