Trends in Financial Services
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.

Key digital banking statistics – and what they mean for banks in 2023

Digital banking statistics are showing a back and forth between challenges and opportunities. What will it take to come out ahead in 2023?

9 chatbot trends that are transforming digital banking

Chatbot technology can transform the financial services industry – provided it’s leveraged properly. Here’s what we can learn from the trends.

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Banking
Secure messaging for banking: Why does it work?

Secure messaging is a safe and convenient solution for banking interactions that boosts trust and drives long-term loyalty.

Reinventing the role of the financial advisor (ft. real case)

Financial advisor client engagement is more difficult to achieve than ever before – requiring a complete rethink of the nature of the role.

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.

What is Secure Messaging – and what role does it play in private wealth? 

Secure text messaging eliminates risk and creates trust – while providing customers with extra convenience.

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Wealth Management
Wealth managers should embrace their AI sidekick

Sometimes, I like thinking that AI stands for Assisted Intelligence and not Artificial Intelligence. It helps me think about how all these mind-blowing advancements in generative AI could and should be best used. It is common to come across people who are concerned about the risk of AI replacing a human role. This is not

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?

Wealth & relationship managers should prioritise secure messaging in 2023

Secure Messenger used correctly is a power tool to engage with Wealth clients and grow AUM.

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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
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.

What is Co-Browsing? Different types and use cases

Co-browsing is helping banks to improve their customer service, increase their sales and promote customer engagement.

How to drive conversions from your bank’s website with Unblu Co-Browsing

Looking to drive conversions from your bank’s website? Unblu Co-Browsing can help leverage the moment of truth.

Benefits of Co-Browsing to improve customer service

Co-Browsing empowers financial services institutions to maximize their customer service potential – and boost profitability as a result.

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