Blog posts from Joss Burns

January 22, 2026

Orchestration-led wealth management: Top 10 trends in 2026

Joss Burns

Wealth management in 2026 is defined by a fundamental shift in how client relationships are built, managed, and sustained. Performance still matters – but it is no longer enough.

November 11, 2025

Messaging apps for insurance customer retention (FT. UNIQA case study)

Joss Burns

Achieving customer engagement in insurance requires new messaging capabilities. Discover what insurance company UNIQA did.

November 11, 2025

10 tools in the Advisor Workbench to boost operational efficiency for retail banks

Joss Burns

The Advisor Workbench can transform operational efficiency for retail banks. Here are our top 10 tools for customer service agents.

November 5, 2025

Top 5 areas where Generative AI is revolutionizing retail banking in 2025

Joss Burns

Generative AI tools have changed the game for retail banks. But where is the biggest impact?

November 4, 2025

Building a strategic framework for your bank branch expansion strategy

Joss Burns

Branch banking is making a comeback – with great results. Here’s what you should keep in mind for your initiative.

October 21, 2025

Applying Capgemini insights to empower relationship managers

Joss Burns

The third key overarching finding from Capgemini’s World Report Series 2025 hones in on the need to empower the relationship managers themselves.

October 8, 2025

Enhanced digital interaction in corporate banking reveals hidden advantages

Joss Burns

Investing in digital transformation for your corporate banking customers can unlock multi-level value. Here’s why now is the time to take the next step.

September 10, 2025

2025 report highlights Valiant’s bank branches of the future

Joss Burns

A key component of Valiant’s success is their branch expansion and optimization initiative – powered by Unblu’s digital reception.

August 28, 2025

Fostering tech adoption with smarter integration and advisor training

Joss Burns

The wealth management industry has an ever-evolving relationship with technological transformation. It is simply impossible for firms or other financial institutions to ignore their digital strategy, given that Generative AI and LLMs are proving better than humans when it comes to efficiency, reliability, and other advisory-related tasks.

August 21, 2025

A behind-the-scenes look at Tatra banka’s new chat feature available via the banking app

Joss Burns

This is an adaptation of the article “We tried out the chat with a banker directly in the banking app. How does it work?” by Roman Calik from TECHBOX magazine. You can find the original here.

August 19, 2025

Top 10 platforms and conversation tools for wealth advisors for better client interactions

Joss Burns

The Advisor Workbench can transform operational efficiency for retail banks. Here are our top 10 tools for customer service agents

August 13, 2025

Capgemini WRS strategy: Expand value delivery for next-gen HNWIs with Unblu

Joss Burns

Capgemini’s World Report Series 2025 estimates that $83.5 trillion will move to Gen X, Millennials, and Gen Z by 2048. Along with it comes new digital-first service expectations, and a rising dissatisfaction with firms that haven’t adapted.