Unblu, leading Conversational Engagement Platform, and Objectway, top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and investment firms to build more successful, effective and profitable client relationships.

By integrating Unblu’s capabilities, Objectway enhances their Omnichannel Client Lifecycle Management solutions to provide personalised digital advice, boost online onboarding and conversions, and to exploit customer-facing time more effectively.

The pooling of Unblu’s and Objectway’s solutions is now offering a superior client experience by enhancing client-advisor digital communication and collaboration tools, improving customer satisfaction and streamlining operations for financial institutions, ultimately leading to investors’ trust increase and growth in AUM for wealth and investment managers.

Clients will also benefit from enhanced secure data handling, flexible cloud deployment and full compliance with the regulators, having Unblu achieved SOC 2 Type 2 compliance certification last year.

The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk. With the help desk integration, financial institutions will be able to provide swift, seamless digital support in a secure environment. The relationship management capabilities, on the other hand, will ensure that clients and relationship managers have all the tools at their disposal to schedule one-to-one meetings, interact, and collaborate across devices and channels. These secure and flexible end-to-end conversational solutions will foster stronger relationships and enhance customer satisfaction.

Moving forward, Unblu and Objectway plan to explore new use cases and functionalities, allowing financial institutions to benefit from an ever-expanding array of digital engagement and collaboration tools. As the partnership progresses, additional integrations and deliverables will be developed to meet the evolving needs of the industry.