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Author: Jens Rabe

Improve the customer service experience with Co-Browsing

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

How Co-Browsing helps the investor – and the advisor

High-touch Co-Browsing software enhances the relationship between investors and advisors at every stage of the client journey.
Co-Browsing, Conversational Banking, Wealth Management

Is digital transformation within banks’ control?

Despite the undeniable need to innovate, some banks and financial institutions are still lagging behind. Is digital transformation within banks’ control?
Digital Transformation, Retail Banking

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.
Chatbots, Industry Trends, Live Chat, Retail Banking

Live chat: what is it and why it’s important in banking

Live chat enhances customer service with powerful tech, building better relationships with your customers in a secure communication environment.
Conversational Banking, Customer Experience, Live Chat, Unblu Platform

How does co-browsing work? Explaining the digital tool for better online conversations

Co-browsing advances both efficiency and customer service by allowing banks to guide customer sessions in real time.
Co-Browsing, Conversational Banking

Fusing tech-powered CX with trust in financial services: Insights from the latest Unblu/FTAdviser webinar

As customer expectations continue to soar in financial services, it is digital disruptors who are leading the way.
Industry Trends

Beyond physical face-to-face: the financial advisor tech stack for compliant hybrid work

Today, hybrid work is the new normal for wealth management. The challenge? Building engagement platforms that are both compliant and customer-centric.
Uncategorized

How to develop a truly digital customer-centric financial organization

What does it mean to put the customer first in today’s world? Here’s how to humanize the customer experience and foster trust in financial services.
Customer Experience, Customer service

UnbluTalk with Olga Miler: Reinventing trust in a digital world

Do customers trust banks? Join Unblu's COO, Jens Rabe in conversation with Olga Miler, Co-Founder & CEO of SmartPurse to find out.
Customer Experience, Digital Advisory