Customer Collaboration
Wealth Advisory
Branch Networks
February 24, 2021
Why consumer video conferencing apps are not the solution for financial firms
Security is the highest priority in finance. But common internal collaboration tools – while convenient – cannot be relied on to protect personal data.
February 18, 2021
Video meeting solutions during the COVID-19: Have they missed the true needs of customers?
Video chat has boomed in popularity with global lockdown. But embracing digital isn’t just about greater speed and efficiency.
December 10, 2020
How to use Unblu for conversational customer support
Learn how to integrate conversational banking tools to elevate the quality of your customer services—all while reducing costs.
November 10, 2020
Stop advising like a Boomer by stepping into the shoes of Millennials
A workforce that is out of touch with the demands of Millennials is holding financial services back from engaging this powerful segment of the population.
October 7, 2020
What is conversational banking? Benefits and how to use it.
Conversational banking involves a diverse range of digital tools that prioritize customer engagement and promote productive client-agent conversations.
September 22, 2020
Financial services for Millennials: 5 customer service tips
Financial services should follow future-forward practices that factor in the demands of Millennials.
September 3, 2020
Omnichannel banking best practices to enhance your customer service
Omnichannel banking offers the ease of digital tools while making space for human interactions that make customers feel safe and secure.
August 19, 2020
How to use Unblu co-browsing to ease retail banking customer service
Adopting digital solutions allows banks to reduce customer support time and costs, giving customers more flexibility to interact with their banks.
August 11, 2020
Chatbot use cases: what bots can do in insurance services
Insurers need to embrace a hybrid digital experience that merges chatbot technology with human-operated digital channels.
July 22, 2020
Why focusing on customer touchpoints diminishes a winning banking customer experience
By adopting a more customer-centric viewpoint, banks can envisage the journey as a whole and create a more positive, efficient experience.
July 6, 2020
How to take mortgage applications to the next level with Unblu secure Video Chat
Learn about using Unblu on your website to improve mortgage inquiry customer experiences with the help of video chat and co-browsing features.
June 16, 2020
Best signature software for digital banking and insurance
To be secure and compliant, electronic signature software must meet with ESIGN and UETA requirements.
The 3 essential decisions you must make to launch a successful chat program
