All posts
Author: Javier Puga

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.
Co-Browsing, Live Chat

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?
Co-Browsing, Live Chat, Retail Banking
Co-Browsing application in loan applications

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.
Co-Browsing, Retail Banking

How retail banks benefit from Unblu’s Conversational Engagement Platform

Retail banks must deliver an outstanding customer experience to meet changing service expectations – and Unblu plays a key role in achieving this.
Customer Experience, Customer service, Retail Banking
Investor trends in the wealth management industry

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
Digital Advisory, Industry Trends, Wealth Management

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.
Conversational Banking, Video Banking

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.
Chatbots, Conversational Banking, Retail Banking
Co-browsing technology for financial services

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.
Co-Browsing, Unblu Platform
Digital wealth management trends 2023

Top 10 wealth management trends in 2023

What do advisors need to focus on in 2023? Discover the most wealth management trends that are defining the digital wealth management landscape.
Customer Experience, Digital Transformation, Wealth Management
Secure instant messaging in banking

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.
Private Banking, Secure Messenger, Unblu Platform, Wealth Management