Financial Advice
Building trust is essential to retain wealth management clients

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.

Convenience vs. compliance: Secure instant messaging in the financial services industry

Convenience vs. compliance – secure instant messaging shouldn't be one or the other in the financial services industry.

Are you prepared for the upcoming consumer duty deadlines?

Upcoming customer duty deadlines require communicating clearly with clients and ensuring they understand. How is your firm evidencing this?

The top 3 ways to drive revenue through excellent customer service 

Do you consider your customer service to be an expense – or a source of revenue? Turn your customer service center into a profit machine.

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Customer Service
PostNetz: Driving innovation with in-branch video consultations

In-person and digital environments are blended. To meet customer expectations, PostNetz have launched in-branch video consultations in eight test branches.

Ease the pressure on credit union contact centers – without alienating members

Credit unions must embrace conversational engagement to reduce contact center strain and serve all members, regardless of age.

How should Swiss banks respond to the SBA’s “Memorandum of Understanding”?

With the SBA’s “Memorandum of Understanding” that promises to introduce multibanking to Switzerland, banks based in the country need to take action.

Bank branches have been given a new lease of life (ft. Valiant Bank case study)

Digital branches can be the answer to the growing challenge of branch closures – according to what Valiant Bank achieved alongside Unblu Branch.

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Conversational AI
Generative AI will take banking service chatbots to the next level

Chatbots have sometimes had mixed receptions from users. But can new advances in AI thanks to GPT change this and deliver the service customers want?

Secure messaging: The key to wealth management client engagement

Client engagement is one of the principal markers of success in a wealth management context. But how do you increase client-advisor contact?

Conversational AI is transforming the banking service experience

Conversational AI should be intertwined with human support to provide a seamless customer experience.

Do AI financial advisors have a place in the future of advisory?

AI financial advisors are all the rage – but what are their limitations and how should wealth management firms respond?

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