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Co-browsing for Salesforce by Unblu
Secured, side-by-side assistance for your customers
- Industries
- Financial Services
- Business Need
- Customer ServiceCollaborationAgent Productivity
- Requires
- Financial Services Cloud
- Compatible With
- Financial Services Cloud
With over 170 co-browsing and digital communication channel implementations, Unblu is a proven leader in enabling real-time collaboration in both support and sales use cases with customers and prospects.
Highlights
Boost agent productivity and customer satisfaction by augmenting Salesforce chat and phone call with co-browsing - provide your agents with important visual context to guide your customers on your website, mobile app, or documents. No downloads required.
Seamless integration ensuring your agent's 360 degree view of the customers - launch a co-browsing or voice/video call on the relevant Salesforce pages and synchronize all interactions and recordings (if needed) into Salesforce for future reference.
We have the experience - 100% focus on financial services with 170+ implementation in financial institutions. Highly secured - Financial service-grade security and data protection; ISO 27001 and SOC2 Type2 certified.
Provider Details
With over 120 clients in the financial sector, Unblu is a Swiss-based company that is providing a secure and compliant Conversational Platform to the financial industry worldwide. The Unblu platform allows organizations to engage and interact with the visitors/customers on their websites and mobile applications, guiding them through their digital journey to a successful completion of a business transaction. Our product is specially architected to allow advisors and relationship managers to engage with customers in secure environments such as online banking applications or customer portals, leveraging the support and advisory experience to the next level. Features: Co-Browsing, Document Co-Browsing, Screen Sharing, Live Chat, Secure Messenger, Chatbots, Video & Voice, External Messaging...
Pricing Details
Pricing depends on the features and the deployment method. Please contact our sales department for a detailed quotation.
Default Plan
$55 USD/user/month