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

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

Upcoming customer duty deadlines require communicating clearly with clients and ensuring they understand. How is your firm evidencing this?

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

Note: This blog post has been adapted from a podcast interview with Katie Royals, the managing editor of PAM insight.  In a wealth management context, the service that clients expect has undergone a transformation. Whereas in-person meetings and long lunches were once the norm, the digital impulse driving every sector is also redefining today’s client-advisor

Within the financial services sector, it would be fair to say that the words compliance and convenience are not often associated with each other.

As an exhibitor at the event, we were glad for the opportunity to meet representatives from building societies and other mutual financial institutions and discuss the current landscape and challenges around member experience.

As the pandemic shook up every aspect of working life, the urgency of digital transformation rapidly accelerated.

COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.

How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’