Trends in Financial Services
Top 10 call center KPIs in digital banking (and how to improve them)
There are multiple ways of measuring customer satisfaction and team performance including abandon rate, service level, or NPS.
22 customer service statistics and trends in digital banking
Technology empowers financial services to deliver a more personalized and intuitive customer service. But are we doing enough to keep up with customer demands?
Wealth firms should invest in hybrid CX to stay ahead of the curve
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the…
Staying ahead of wealth management client experience in 2022
Digital has changed everything about wealth management client experience. Here are the forces shaping the wealth advisory market in 2022.
Banking
Is co-browsing safe? Here's what financial institutions should know
Unlike screen-sharing, co-browsing only shares the web or mobile application so the customer's data is never compromised.
How does co-browsing work? Explaining the digital tool for better online conversations
Co-browsing software, or collaborative browsing, allows bank agents to join customers in their browsing sessions in real-time.
What is co-browsing? Different types and use cases
Co-browsing is helping banks to improve their Customer Service, increase their Sales and promote their Customer Engagement.
The Top 5 Digital Tools for Financial Advisors
For firms, leveraging digital can lead to high-value relationships with clients. How? Here are the top 6 digital tools for financial advisors.
Wealth Management
Top digital wealth management trends
Digital transformations are redefining how clients engage with wealth managers. These are the 13 trends drawing new industry frontiers.
Wealth firms should invest in hybrid CX to stay ahead of the curve
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the…
Staying ahead of wealth management client experience in 2022
Digital has changed everything about wealth management client experience. Here are the forces shaping the wealth advisory market in 2022.
The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities
COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
Insurance
Why ‘multi-access’ is redefining insurance customer engagement
New models of insurance customer engagement are required for complex customer demands. Multi-access, hybrid approaches can match the pace of change.
The digital trends and tech disrupting the insurance industry
Digital transformation starts with knowing the tech, and knowing your audience. Here’s our roadmap of the digital trends in the insurance industry.
Innovative digital experiences disrupting the insurance landscape
Digital is disrupting insurance—from virtual customer experiences to everyday industry processes. Here are the customer experience strategies to watch.
Co-browsing
Is co-browsing safe? Here's what financial institutions should know
Unlike screen-sharing, co-browsing only shares the web or mobile application so the customer's data is never compromised.
How does co-browsing work? Explaining the digital tool for better online conversations
Co-browsing software, or collaborative browsing, allows bank agents to join customers in their browsing sessions in real-time.
What is co-browsing? Different types and use cases
Co-browsing is helping banks to improve their Customer Service, increase their Sales and promote their Customer Engagement.
How to create high-touch digital experiences for Credit Union members using co-browsing
How using Unblu’s co-browsing tool could create more productive conversations with credit union members and enhance the digital experience.