Co-Browsing for Financial Services Institutions

05.08.2015 08:25

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Focus Solutions Group Ltd and unblu announced today, that the companies signed an original equipment manufacturing (OEM) agreement under which Focus Solutions will bundle unblu´s co-browsing technology with their financial services distribution platform and tools.

"The combination of our financial services distribution platform and tools with unblu´s co-browsing provides financial professionals an unparalleled capability to remotely conduct engaging and result oriented interactions with their clients". "unblu's pedigree in providing secure co-browsing technologies into the Financial services industry made them a natural choice of partner for us" said Dave Upton, Director of Focus Solutions Group Ltd.

"We are thrilled to be partnering with Focus Solutions" said Luc Haldimann, CEO of unblu. "The Financial services industry goes through a major transformation adapting their business models to an online world. The combination of our technologies will provide financial services institutions with the unique ability to differentiate their service portfolio from other market players. Increased sales against a backdrop of superior customer engagement will be the logical consequence."

The integrated solution allows Financial Services institutions to create automated customer journeys for the client consultation process, which seamlessly combine a self-service and a personal advice dimension. This approach creates a unique and personalized customer experience, combining a system driven level of personalization with personal guidance of a client advisor.


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