AI-Powered Workbench
by Unblu · CRM and customer experience · Basel, Switzerland
Advisor workbench augmented with AI assistance for note-taking, real-time suggestions, captions, and translations.
What AI-Powered Workbench does
- AI note-taking
- real-time suggestions
- captions and translations
- writing support
- advisor assistance
- summaries and transcripts
What AI-Powered Workbench is used for
- advisor productivity
- client conversation support
- documentation
- multi-language support
Who AI-Powered Workbench is for
- Wealth managers
- Banks
About Unblu
Secure digital engagement platform with messaging, video, collaboration, and AI orchestration for banks and wealth managers.
Unblu in the vendor registry: its products, features and similar vendors.
Also by Unblu
- Secure Messenger: Persistent, encrypted messaging that replaces email, WhatsApp, and SMS with fully auditable conversations.
- Video and Voice: Face-to-face video calls and voice communication embedded directly in banking apps without requiring downloads or third-party components.
- Co-Browsing: Shared secure browsing allowing advisors and support agents to guide clients through interfaces and portals in real-time on the same screen.
- Document Collaboration: Real-time collaborative review, editing, and explanation of financial documents to accelerate signatures and build client confidence.
- Live Chat: Real-time chat capability for contact centers and advisors to provide instant support to clients in digital banking channels.
- Aria: AI-powered orchestration platform that routes conversations between AI agents, advisors, and core banking systems with full compliance…
More in this category: CRM and customer experience software for financial services.
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Built by Vederca from public sources, last updated 2026-10-18.