Co-Browsing and Document Collaboration
by Unblu · CRM and customer experience · Basel, Switzerland
Real-time guidance through forms and portals
What Co-Browsing and Document Collaboration is used for
- Resolve customer issues faster with remote collaboration
- Move service conversations into sales and close deals
- Serve customers inside the bank's mobile app
Who Co-Browsing and Document Collaboration is for
- 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.
Weighing up Co-Browsing and Document Collaboration? Create a free procurement account to run the question as a procurement: Unblu and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.