Video & voice
Talk it through with your financial clients
Schedule secure and flexible calls with your clients – or jump on ad-hoc.
Flexible call solution
Connect instantly or schedule with ease – ensuring clients and advisors always have the right channel at the right time.
Instant chat-to-call transitions
Seamlessly switch from chat to voice or video conference with a single click for a more personal and efficient engagement.
Seamless integrations
Simplify scheduling with out-of-the-box integrations for Outlook, Teams, and Google Calendar.
Customer appointment booking
Let clients schedule calls directly from your website, mobile app, or via the AI Virtual Agent.
AI-powered support
Enhance efficiency, improve accessibility, and automate workflows for a seamless client experience.
Automate routine tasks
Generate detailed call transcripts and smart meeting notes, summarizing key points for easy reference.
Break down language barriers
Enable live captions and real-time translations to ensure smooth and inclusive communication, supporting over 30 different languages.
Agendas and reminders
Automate video meeting preparation with AI-generated agendas, outstanding action points, and personalized follow ups.
Enhanced call experience
Deliver high-quality, interactive video calls with modern tools designed for engagement.
Consistent branding
Allow clients to join calls and virtual meetings in an interface that fully aligns with your branding – whether on your website, client portal, or mobile app.
Modern conferencing features
Intuitive video call experience with background blurring, virtual backgrounds, and phone dial-in options.
The most complete suite of collaboration capabilities
Elevate collaboration with Document Sharing, Co-Browsing, Whiteboarding, and more to create impactful experiences.
Compliance at the core
Ensure security settings, privacy, and regulatory standards for compliance with every interaction.
Customizable recording options
Manually start meeting recordings or set them to begin automatically. Securely store all interactions – text, voice, and collaboration – to meet regulations like GDPR and MiFID II.
Post-call transcripts
Full call transcripts are available during and after conversations, ensuring accurate records for compliance while following security measures.
Native solution or ACS
Fully native, without reliance on external or cross-border components. Alternatively, ACS can be used independently from MS Teams or alongside it.
Customer identification
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk for robust access control.
Frequently asked questions
How does Unblu facilitate language translation during video calls?
Unblu facilitates real-time translation by automatically generating live captions in the participant's preferred language. This functionality supports more than 30 languages and operates directly within secure environments, eliminating the need for third-party translation tools.
How does Unblu's video conferencing enhance client accessibility?
Unblu Video & Voice promotes inclusivity by supporting live captioning, real-time translation, and picture-in-picture video. Clients with hearing impairments or limited language proficiency can follow conversations easily, while advisors can offer multilingual service without external tools.
What are the integration options available with Unblu's video conferencing tools?
Unblu Video & Voice integrates directly with CRM, core banking, and scheduling systems such as Outlook, Google Calendar, and MS Bookings. SIP Gateway support allows connection to existing VoIP infrastructure, while APIs and SDKs make embedding within digital banking platforms straightforward.
How can financial advisors use Unblu to improve client engagement?
Financial advisors use Unblu Video & Voice to maintain human, contextual relationships within secure digital channels. Advisors can seamlessly escalate a chat to a video call, share screens, or co-browse documents during sessions. This omnichannel flow enhances convenience and trust, while real-time collaboration tools and meeting summaries increase follow-through and client satisfaction.
What features does Unblu's AI-powered support offer for video conferencing?
Unblu's AI capabilities empower agents and advisors before, during, and after meetings. The AI can automate routine tasks, translate in real time, provide post-call transcripts, and generate agendas, outstanding action points, and personalized follow-ups.
What are the benefits of secure video conferencing in financial services?
Unblu's secure video conferencing is purpose-built for financial services, ensuring all interactions are encrypted, logged, and compliant with audit and data retention regulations. The fully brandable solution reduces third-party dependencies, lowers total cost of ownership, and keeps all communication within a single secure, omnichannel environment.
