We’ve been looking at the key findings from Capgemini’s World Report Series 2025, with the first two posts focusing on boosting engagement through consistent, timely client interactions and expanding value delivery for next-gen HNWIs.
These first two recommendations are, rightly so, centered on the client experience. The third and final finding, however, shifts the focus to the advisor or relationship manager.
Common RM challenges
In general, RMs are not pleased with the tools currently available to them. According to Capgemini, 47% of RMs are dissatisfied with their firm’s digital enablement, which is leading to higher levels of turnover.
For those that stay (or before they decide to leave), the day-to-day productivity is suffering because of this due largely to poor interaction tools and an insurmountable admin load.
The client perspective
These challenges don’t go unnoticed by clients, who the report claims are becoming tired of insufficient reporting, slow updates, or a lack of insightful personalized advice. And yet, there is still the issue of loyalty. More often than not, clients are likely to go with an advisor if they move to a new firm. In fact, 62% of next-gen HNWIs claimed this would be the case for them.
Keeping up with trends
If steps aren’t taken to empower RMs and advisors, these issues are likely to exacerbate in the coming years. For example, Bain & Company expects the wealth management market to double in size, “exceeding 500$ billion in revenue by 2030”. The result of this is to increase the ratio of clients per advisor to around 300 – a number that is only possible to manage if there is a balance between digital tools and channels alongside “human interactions for critical or complicated episodes.”
And firms are already embracing this reality. Morgan Stanley implemented an AI assistant that drafts emails and meeting summaries for its 15,000 wealth advisors. This has been shown to save around 30 minutes per meeting, so that advisors can focus more on client engagement.
How Unblu helps relationship managers and wealth advisors
At Unblu, we offer a digital client interaction solution that gives relationship managers and wealth advisors the ability to communicate and collaborate more effectively and authentically with clients.
The mix of AI-enhanced secure messaging, Video & Voice, and visual collaboration facilitates the exchange of ideas, information, and documents, without compromising data security or regulatory compliance. We also partner with top financial technology providers to deliver seamless, secure integrations across the wealth advisory tech stack. These integrations ensure rapid deployment and alignment with industry standards – enabling institutions to leverage Unblu within their existing CRM systems, RM workbench, and client portals.
To put it simply, our easy-integration capabilities equip advisors with tools to scale service while also reducing admin load.
Here’s how.
1. CRM & RM workbench integration
To empower advisors in the face of mounting demands, Unblu’s integration with CRM systems – via the Advisor NativeUX workbench – ensures productivity and service continuity without compromise. By embedding messaging and collaboration capabilities directly into the advisory platform, wealth managers can streamline their daily workflows.
Everything advisors need, whether chat threads, client documents, call records, or profile data, is accessible through a single, unified interface. This not only eliminates platform-switching friction but also enhances each interaction. Conversations are context-rich and tied to client records, maintaining a clear, continuous history that supports more insightful and personalized service delivery. With this unified workspace, relationship managers are better equipped to handle growing client books while preserving the human connection that drives trust.
2. Flexible custom integrations – Advisor NativeUX
Integration is perhaps the most important factor in ensuring that new tools help – and don’t just get in the way. Advisor NativeUX gives firms full control to embed messaging and collaboration directly into advisor platforms, CRMs, or client lifecycle tools – without disrupting the user experience. From custom UI elements and branded animations to seamless JavaScript API integration, every touchpoint can be tailored. Advisors can initiate interactions from within CRM panels, while the advanced theming engine ensures a consistent, role-specific visual experience.
Here’s an overview of the key integration capabilities:
3. Authenticated client access
We are all aware of the importance of secure client interactions. And yet many communications either take place over risky email channels or inappropriate (and incompliant) messaging apps for convenience.
Secure all client interactions behind your existing wealth portal or app login, removing the need for identity verification callbacks. This streamlines operations and ensures a compliant, low-friction experience for both clients and advisors.
4. AI-powered advisor enablement
There’s no ignoring the massive impact that Generative AI is having on the industry. While it’s true that the wealth management industry won’t lose out to a fully AI alternative – you will lose out to competitors who use AI better than you.
Here’s how Generative AI can help boost advisor productivity and deliver tailored client engagement.
Case in point: How our customers are using Unblu to full effect
A leading wealth firm showed how equipping relationship managers with integrated, modern tools can enhance client satisfaction and streamline operations, especially as informal messaging becomes more prevalent.
The results included:
- Increased front-office productivity by reducing manual coordination and context loss
- Higher RM adoption through intuitive, in-workbench experience
- Full compliance without sacrificing user familiarity or convenience
A multinational investment bank and financial services firm is redefining how clients and advisors communicate by positioning secure messaging as a preferred alternative to email – comparing service quality and satisfaction across both channels.
Results:
Empower RMs – empower your firm
To retain top talent and meet rising client expectations, wealth firms must rethink the advisor experience. By investing in intuitive, integrated tools that reduce admin burden and support meaningful engagement, they not only improve advisor satisfaction but also strengthen client loyalty in an increasingly competitive landscape.
Want to find out more?
