Blog posts from Javier Puga

March 13, 2024

Can bank branches ensure customer service excellence and remain viable?

Bank branches offer unique value for customer service during key moments. But they need to transform to remain financially viable.

March 5, 2024

How to improve customer engagement in banking

Javier Puga

Strong customer experiences lead to larger purchases – provided you engage them at the right time.

February 22, 2024

Wealth apps: Improving the digital experience for your wealth management clients

Javier Puga

Apps are an essential aspect of the modern wealth management digital experience. How can you leverage them to provide the best service?

February 8, 2024

Customer retention strategies for banks – what works?

Javier Puga

There are two sides to customer growth: acquisition and retention. How do banks reduce churn to empower growth?

January 11, 2024

Building trust is essential to retain wealth management clients

Javier Puga

As growth slows, it’s becoming harder to retain clients. The wealth management firms that succeed are those that can cultivate a strong sense of trust.

January 9, 2024

Mobile Co-Browsing: What is it and how does it benefit banks?

Javier Puga

Mobile Co-Browsing or Co-Apping is emerging as a key tool for app-to-app customer service collaboration. But what exactly is it?

November 30, 2023

Turning customer support excellence into sales opportunities for retail banking

Javier Puga

Customer service is vital in the financial services industry, allowing retail banks or credit unions to capitalize on upsell or cross sell opportunities.

November 9, 2023

What can banks do to improve customer acquisition and retention?

Javier Puga

There is a substantial challenge involved in achieving sustainable customer acquisition at a reasonable cost. What works for retail banks?

September 20, 2023

KPIs to assess if your retail bank should invest in Co-Browsing solutions

Javier Puga

Want to invest in Co-Browsing solutions? Discover the most important KPIs to gauge your customer support team's readiness.

August 15, 2023

How retail banks benefit from Unblu’s Conversational Engagement Platform

Javier Puga

Retail banks must deliver an outstanding customer experience to meet changing service expectations – and Unblu plays a key role in achieving this.

August 9, 2023

Exploring investor trends and organizational realities in the changing wealth landscape

Javier Puga

Stay ahead of the curve with the latest investor trends in wealth management. Enhance client engagement.

July 20, 2023

What to consider when choosing a video solution for financial advice

Javier Puga

What criteria should financial institutions be using when choosing a video conferencing platform? At Unblu, this is a topic we discuss on a daily basis.