Trends in Financial Services
Exploring investor trends and organizational realities in the changing wealth landscape

The 2023 EY Global Wealth Management Research Report, “When volatility causes complexity, how can wealth managers create opportunity?” draws its insights from a sample of 2,600 investors across generations, geographies, and wealth segments.  The report, which you can find here, paints a picture of the current wealth landscape, including challenges, client expectations, and ways to

2023 trends that are transforming digital banking – and roadblocks to success

In 2023, digital banking trends are showing a move toward hybrid customer service experiences as banks strive to rebuild the trust that has fallen in recent years.

Shifting demographics: Understanding new wealth management client expectations

To ensure ongoing success, firms need to meet wealth management client expectations. But who are the new demographics and what do they care about?

The 5 most important customer experience trends in banking in 2023

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important in 2023.

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Banking
Supercharging Conversational AI in banking

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

2023 trends that are transforming digital banking – and roadblocks to success

In 2023, digital banking trends are showing a move toward hybrid customer service experiences as banks strive to rebuild the trust that has fallen in recent years.

What to consider when choosing a video solution for financial advice

What criteria should financial institutions be using when choosing a video conferencing platform? At Unblu, this is a topic we discuss on a daily basis.

The role of chatbots in banking customer service

Chatbots have become an integral part of the banking customer service experience – and can have a wide-ranging impact on your financial institution.

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Wealth Management
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?

Building stronger client relationships with Unblu’s conversational platform

Unblu’s conversational platform empowers wealth management firms to strengthen client relationships by delivering an outstanding service 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?

Exploring investor trends and organizational realities in the changing wealth landscape

The 2023 EY Global Wealth Management Research Report, “When volatility causes complexity, how can wealth managers create opportunity?” draws its insights from a sample of 2,600 investors across generations, geographies, and wealth segments.  The report, which you can find here, paints a picture of the current wealth landscape, including challenges, client expectations, and ways to

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Insurance
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.

8 tips to ensure customer experience success for insurance companies

Wondering how to improve customer experience in an insurance context? Here are the most important areas you need to focus on for long-term success.

How to optimize an insurance customer journey for digital sales

Outstanding customer journeys leverage multiple digital channels, from sales to support. This is what a multi-access insurance experience looks like.

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.

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Co-browsing
Turning customer support excellence into sales opportunities for retail banking

Customer service is vital in the financial services industry, allowing retail banks or credit unions to capitalize on upsell or cross sell opportunities.

What can banks do to improve customer acquisition and retention?

There is a substantial challenge involved in achieving sustainable customer acquisition at a reasonable cost. What works for retail banks?

KPIs to assess if your retail bank should invest in Co-Browsing solutions

Want to invest in Co-Browsing solutions? Discover the most important KPIs to gauge your customer support team's readiness.

How Co-Browsing improves team performance and satisfaction

Giving your customer service team the right tools – such as Co-Browsing technology – can boost satisfaction and performance.

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