Trends in Financial Services
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.
Fusing tech-powered CX with trust in financial services: Insights from the latest Unblu/FTAdviser webinar
As customer expectations continue to soar in financial services, it is digital disruptors who are leading the way.
How can banks stay human as they go digital?
We now have endless ways to deliver convenience and efficiency—but how can banks ensure the human elements of customer relationships are not lost?
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 in 2022
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
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.
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.
Insurance
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.
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.
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.