Trends in Financial Services
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.
What do affluent clients expect from future-proof private banks?
In wealth management, digital developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.
A growing desire for omnichannel banking: 11 statistics to know
How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’
16 customer experience statistics and trends in banking
How banking customer service is changing and key trends to know about to ensure your digital transformation initiatives are on the right track.
Banking
6 key features of future-ready private banking digital platforms
Digital innovation has rewritten the rules of client engagement. Here’s what digital private banking platforms can do to stay ahead of the curve.
Why do you need an automated scheduling tool?
Seamless collaboration between Calenso and Unblu significantly increases the process of scheduling and execution of online meetings. But why do you need an automated scheduling tool like Calenso?
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.
How to use co-browsing to boost loan applications
Learn how to use co-browsing to build more meaningful and productive interactions with customers as you guide them through important financial decisions.
Wealth Management
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.
What do affluent clients expect from future-proof private banks?
In wealth management, digital developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.
6 key features of future-ready private banking digital platforms
Digital innovation has rewritten the rules of client engagement. Here’s what digital private banking platforms can do to stay ahead of the curve.
Wealth management: how women invest differently than men
Representing half the planet’s population, women are a diverse but powerful demographic. 80% of global purchasing decisions are already taken or influenced by women and their influence is set to grow.
Insurance
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.
Why do you need an automated scheduling tool?
Seamless collaboration between Calenso and Unblu significantly increases the process of scheduling and execution of online meetings. But why do you need an automated scheduling tool like Calenso?
How insurance brokers can build trust in the face of COVID-19
How can brokers deliver a customer experience that is both remote and personal? Insurance brokers should use technology to grow trust and build loyalty.
11 tips for improving customer experience in insurance services
Insurers need to reconfigure the customer journey to meet evolving demands and ensure they always put the customer at the heart of their strategy.
Co-browsing
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.
How to use co-browsing to boost loan applications
Learn how to use co-browsing to build more meaningful and productive interactions with customers as you guide them through important financial decisions.
How to use Unblu for conversational customer support
Learn how to integrate conversational banking tools to elevate the quality of your customer service while reducing costs.
How to use Unblu co-browsing to ease retail banking customer service
Adopting digital solutions allows banks to reduce support time and costs and gives customers the opportunity to interact with their bank in a way that suits them.