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Advise customers securely and digitally – with Meet from Unblu Your meeting solution for confidential conversations

Online meetings have become an integral part of our private and professional lives. They ensure that many long journeys can be avoided, travel costs are reduced and working time can be better invested. But is the online solution really always as secure as a face-to-face consultation? With the communication platform Unblu Meet from our digitization specialist Unblu, it is.

Different communication channels, including tools such as co-browsing and video calls, enable you to advise customers digitally in the best possible way. This means that you can guide them seamlessly through complex issues and conclude contracts without media disruptions.

  • Efficient: information is stored centrally, permanently and securely. All meeting participants have access to the information, which makes it easier to conclude business.
  • User-friendly: different digital tools can be combined into a single customer journey. Switching between solutions and channels is seamless when needed.
  • Secure: the SecureFlow Manager (SFM) ensures that even the most highly secured applications can be accessed without risk. The technology can also be integrated into existing security settings without affecting them. Unblu Meet is hosted in Europe and runs on its own media server to keep EU data within the EU.
  • Full compliance: data protection (GDPR rules engine), audit trail access, masking, encrypted archiving and geofencing ensure Unblu Meet’s conversational tools comply with the required regulations.
  • Simple: Unblu Meet requires no downloads or installations for end users. A local installation is available. Other options include the Unblu Financial Cloud or a dedicated cloud operated by Unblu. The implementation method allows full operational readiness within one month.
  • Expandable: thanks to the modular system, functions can be licensed as required without activating an additional installation project.
  • Compatible: Unblu Meet’s platform is compliant with the required financial regulations and can be integrated safely into existing security set-ups.

Here’s how Meet from Unblu works

  1. Both advisors and customers use the intuitive user interface to the browser-based application. Unblu Meet can also be found on the MS Teams Marketplace.
  2. Within the solution, complex products can be presented easily and securely, and sensitive documents can be shared and edited jointly.
  3. Thanks to the legally binding and secure signature through the KYC process, contracts can be concluded easily, securely and quickly.
  4. Meetings can be recorded and archived in a legally compliant manner, ensuring compliance.

More information

Are you interested in Unblu?

We’d be happy to send you more information about the options, applications and customer experiences via e-mail.

Digital Business contact We will be happy to help you.

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