Customer Collaboration
Wealth Advisory
Branch Networks
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.
May 26, 2020
Customer service communication tips for financial services
A world-class customer service is essential to deliver a personalized experience and build a trusting relationship with banking customers.
April 23, 2020
Digital banking transformation in the times of COVID-19
Digital transformation isn’t just about automating and going virtual. It’s about offering customers a choice with strong banks that can adapt to change.
January 17, 2020
How do chatbots work in financial services
Chatbots in financial services can make customer processes faster, offering a starting point for advice on complex issues like mortgages and insurance.
December 18, 2019
Do you know what your insurance agent wants for Christmas?
My friend’s mom is choosing a Christmas present for her insurance agent. What turned her difficult situation into a personal relationship?
November 29, 2019
Chatbots vs live chat for customer service
As banks become more digital, customers still value chatting with a human agent. Opt for a hybrid experience by merging chatbots with a live chat solution.
June 25, 2019
A Hybrid Approach to Financial Planning: What’s the Right Mix?
What should be automated by robo-assisted services and what should be left for human expertise? Learn more about hybrid advisory to better serve clients.
April 9, 2019
Reinventing trust in a digital world (Part 2)
Although customer trust is low, banks still hold and manage individual wealth. This is a huge advantage that must be leveraged wisely.
April 3, 2019
Reinventing trust in a digital world (Part 1)
Customers still endow banks with their trust of keeping their money safe. This is huge advantage that must be leveraged wisely.
March 15, 2019
Disruptive Innovation: Banking 2030 (Davos)
Davos experts discuss cryptocurrency, consumer trust, consumer empowerment on data privacy, digital identity and more.
November 6, 2018
Transforming culture: What does digital culture look like?
If digital transformation is going to succeed, it has to be a cultural transformation. So how does a digital culture act and behave?
The 3 essential decisions you must make to launch a successful chat program
