Document Collaboration
by Unblu · CRM and customer experience · Basel, Switzerland
Real-time collaborative review, editing, and explanation of financial documents to accelerate signatures and build client confidence.
What Document Collaboration does
- document review
- real-time editing
- collaborative annotation
- document explanation
- signature acceleration
What Document Collaboration is used for
- financial document review
- agreement negotiation
- complex document guidance
Who Document Collaboration is for
- Banks
- Wealth and investment managers
- Wealth managers
- Corporate banking
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.
- 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…
- AI-Powered Workbench: Advisor workbench augmented with AI assistance for note-taking, real-time suggestions, captions, and translations.
More in this category: CRM and customer experience software for financial services.
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