What trends are defining the wealth management industry?

What do advisors need to focus on in 2024? Discover the most wealth management trends that are defining the digital wealth management landscape.

Customer Experience, Digital Transformation, Wealth Management
How to get clients as a financial advisor – and keep them

For financial advisors, attracting and retaining clients is a significant ongoing challenge. What steps can they take to secure long-term relationships?

Conversational Banking, Customer Experience, Digital Advisory, Wealth Management
PostFinance: The road to conversational maturity with a long-term Unblu customer

Our partnership with PostFinance has been growing since 2016. Discover our story so far.

Conversational Banking, Customer Experience, Digital Transformation, Live Chat, Retail Banking
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?

Chatbots, Customer Experience, Digital Advisory
Unblu Spark: The art of authentic client relationships

How can the Unblu Spark digital engagement platform improve client relationships?

Co-Browsing, Conversational Banking, Customer Experience, Digital Transformation
Unblu brings Unblu Spark to IBM Cloud for Financial Services

Unblu brings Unblu Spark to IBM Cloud for Financial Services; Helps Enterprises Deliver Meaningful Customer Conversations

Customer Experience, Digital Transformation
How to improve your customer service experience with Unblu Spark

Discover an engagement platform that helps banks and credit unions to enhance customer relationships over digital channels and beyond

Co-Browsing, Conversational Banking, Customer Experience, Secure Messenger
Why omnichannel customer service should be a strategic priority

Investments in customer service don’t always achieve the desired results. Here’s why you may be throwing money down the drain.

Co-Browsing, Retail Banking
Unblu Spark 8 is here: Everything you need to know

Unblu Spark 8 is here. Find out exactly what this means for your team to provide customers with a more authentic interaction experience.

Conversational Banking, Customer Experience, Digital Transformation, Unblu Platform
Stop using email with your clients

There are many vulnerabilities associated with email channels. Protect your clients with secure messaging apps.

Conversational Banking, Customer Experience, Secure Messenger
The most important customer experience trends in banking in 2024

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important

Customer Experience, Digital Transformation, Industry Trends, Retail Banking
Digital receptions: The technology to unlock branch expansion

One thing is for certain – bank branches are changing. As in-person footfall declines and digital or hybrid experiences become the norm, banks are faced with a do-or-die dilemma. That is to say, do you invest in branch transformation or allow your branch network to slowly fade away? Most customers and the banks themselves would

Co-Browsing, Customer Experience, Digital Transformation, Retail Banking, Unblu Branch
Customer service statistics and trends in digital banking

As financial institutions push for digital transformation, CX strategists should keep these customer service statistics in mind.

Chatbots, Customer Experience, Industry Trends
Drive agent efficiency with a real-time bot sidekick

Banks and financial services institutions always need to improve efficiency. The Unblu bot sidekick can help agents find information mid conversation.

Chatbots, Co-Browsing, Customer Experience
Launching a new ebanking app? Facilitate adoption with Co-Apping

Updating or launching a new ebanking app? Help customers to get the most out of it by guiding them with Unblu Co-Apping.

Co-Browsing, Customer Experience
Can bank branches ensure customer service excellence and remain viable?

Bank branches offer unique value for customer service during key moments. But they need to transform to remain financially viable.

Customer Experience, Retail Banking, Unblu Branch, Unblu Platform