Unblu for Wealth Advisory
High-touch digital advisory that preserves the private banking.
Digital Wealth Advisory with Temenos Digital
Unblu provides a pre-built, out-of-the-box integration with Temenos Digital for both web and mobile apps, specifically tailored for the high-security requirements of the financial services industry. This integration enables RMs and wealth managers to extend trusted advisor relationships into digital channels, providing a secure, compliant alternative to consumer messaging apps. By unifying client communication and internal collaboration in a single, secure engagement platform, advisors can reduce tool switching and preserve the premium, high-touch feel of private banking in a digital environment.
Main Use Cases
Mitigating Relationship Risk Across Demographics
Wealth clients across different demographics now expect instant, personal, and frictionless access to their advisors through integrated digital channels. Traditional digital channels often feel generic and transactional, making premium clients feel less valued than in traditional face-to-face interactions. Unblu helps provide a more premium experience, ensuring the brand’s exclusivity is maintained regardless of the channel used.
Mitigating Relationship Risk Across Demographics
Wealth clients across different demographics now expect instant, personal, and frictionless access to their advisors through integrated digital channels. Traditional digital channels often feel generic and transactional, making premium clients feel less valued than in traditional face-to-face interactions. Unblu helps provide a more premium experience, ensuring the brand’s exclusivity is maintained regardless of the channel used.
Driving Operational Velocity and Efficiency
Moving from a client request to execution often involves manual coordination and identity verification steps that create delays. Unblu streamlines front-to-back office collaboration by unifying advisors, assistants, and specialists in a single secure thread with ongoing context. This integrated workflow removes the need for identity callbacks and has been shown to reduce RM and back-office workloads by 40%, allowing advisors to handle a higher volume of interactions while maintaining high service quality.
Proactive Client Engagement
Advisors often struggle with reactive communication, mainly responding to inbound requests rather than engaging proactively at key moments. Unblu enables advisors to reach out with timely insights and tailored updates via outbound and broadcast messaging. This nurtures long-term loyalty and ensures clients feel valued through personalized outreach that continues the conversation beyond scheduled meetings
Key features
In-App Asynchronous Messaging
Advisors and clients stay connected in one secure, ongoing conversation where history and documents remain available. This allows clients to respond when it suits them, making the relationship feel consistent and premium.
Secure Document Exchange
Sensitive documents are shared and referenced directly inside the conversation thread rather than via email. This keeps execution tied to the advisory context and reduces version confusion or security risks.
Secure Document Exchange
Sensitive documents are shared and referenced directly inside the conversation thread rather than via email. This keeps execution tied to the advisory context and reduces version confusion or security risks.
Multi-Party Collaboration
Advisors can discreetly or visibly bring in assistants, investment specialists, or compliance officers into a secure thread. This context eliminates redundant handovers and speeds up resolution for complex client needs.
Flexible, High-Security Deployment
To meet the most stringent regulatory and compliance standards, the entire platform – including voice, video, and messaging – can be deployed on-premise. This ensures total data sovereignty and aligns with the high-security requirements of elite wealth advisory firms.