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Unblu

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AI powered conversational engagement platform for banks and financial services

Financial CRM Software
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  • Deployment Cloud Based, On Premises, Hybrid
  • Starting price Custom
  • Free trial Not offered
  • Best for SMEs, Enterprises

What is Unblu?

Unblu is a conversational engagement platform built for banks, wealth managers, insurers, and credit unions. It combines secure chat, video and voice calls, co-browsing, and an AI virtual agent so client facing teams can communicate and collaborate with customers across digital channels, with conversations handed off from bots to human advisors while preserving full context.

Founded in 2008 and headquartered in Basel, Switzerland, Unblu has been part of Swiss Post since November 2022 and reports over 170 financial institution clients worldwide, including UBS, Deutsche Bank, and Intesa Sanpaolo. Unblu does not publish pricing publicly, costs are quoted individually per organization, and its official pricing page currently returns a page not found error.

Key Features of Unblu

Unblu lists 9 documented features, including Secure in-app messaging and chat through Unblu Secure Messenger, Video and voice calling and Co-browsing and document collaboration. The list below covers what the product does rather than how it is marketed.

  • Secure in-app messaging and chat through Unblu Secure Messenger
  • Video and voice calling
  • Co-browsing and document collaboration
  • AI Virtual Agent for automated 24/7 conversations
  • AI Powered Workbench to boost advisor efficiency
  • Seamless bot to human handoff with full conversation context
  • Multi-channel deployment across web chat, WhatsApp, and SMS
  • Aria orchestration layer for no-code AI workflows
  • Security and compliance certifications for regulated financial services

Unblu Pricing

Unblu lists 1 plan without published figures. Pricing is quoted on request.

Enterprise Licensing

Custom

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Request pricing

Unblu does not publish pricing publicly. Costs are quoted individually per financial institution based on modules, channels, and user volume; the official pricing page currently returns a page not found error.

Unblu Specifications

Unblu is available on web app. It offers an API.

Deployment
  • Cloud Based
  • On Premises
  • Hybrid
Billing cycle
Yearly
Desktop
  • Web App
Languages
  • English
Built for
  • SMEs
  • Enterprises
Support
  • Email
  • Training
Integrations
WhatsApp, SMS, Microsoft Azure OpenAI, custom large language models, and core banking platforms through the Unblu Ecosystem APIs
Public API
Yes
Free trial
No
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
unblu.com

Unblu Videos

Unblu Screenshots

Unblu screenshot 1

Unblu Comparisons

Side by side comparisons of Unblu against 3 other Financial CRM Software options listed here.

Unblu
Wealthbox
VS
Unblu
Act!
VS
Unblu
AdvisorEngine (Junxure)
VS

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Unblu FAQs

No, Unblu prices its platform individually per financial institution, and its official pricing page is not currently reachable; prospective customers must request a custom quote.

Unblu combines secure messaging, video and voice calls, co-browsing, and an AI virtual agent so bank advisors and customers can communicate and collaborate across digital channels.

Unblu has been part of Swiss Post Ltd since November 2022, while continuing to operate as a dedicated software provider for financial services.

Yes, the AI Virtual Agent can hand off a conversation to a human advisor who receives full context of the prior interaction.

Unblu supports cloud, on-premises, and hybrid deployment models to meet the compliance requirements of different financial institutions.