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Category: Chatbots

Do AI financial advisors have a place in the future of advisory?

AI financial advisors are all the rage – but what are their limitations and how should wealth management firms respond?
Chatbots, Customer Experience, Digital Advisory

Customer service statistics and trends in digital banking

As financial institutions push for digital transformation, CX strategists should keep these customer service statistics in mind.
Chatbots, Customer Experience, Industry Trends

Drive agent efficiency with a real-time bot sidekick

Banks and financial services institutions always need to improve efficiency. The Unblu bot sidekick can help agents find information mid conversation.
Chatbots, Co-Browsing, Customer Experience

How to improve customer engagement in banking

Strong customer experiences lead to larger purchases – provided you engage them at the right time.
Chatbots, Co-Browsing, Conversational Banking, Customer Experience, Retail Banking

Generative AI will take banking service chatbots to the next level

Chatbots have sometimes had mixed receptions from users. But can new advances in AI thanks to GPT change this and deliver the service customers want?
Chatbots, Live Chat

Secure messaging: The key to wealth management client engagement

Client engagement is one of the principal markers of success in a wealth management context. But how do you increase client-advisor contact?
Chatbots, Wealth Management

Conversational AI is transforming the banking service experience

Conversational AI should be intertwined with human support to provide a seamless customer experience.
Chatbots, Conversational Banking, Retail Banking

Banking customer service and chatbots – what you should know

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
Assistive AI

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
Chatbots, Digital Advisory, Wealth Management

Diagnose and fix common chat channel issues for enhanced service success

Launching and maintaining a successful chat channel isn’t without its challenges.
Chatbots, Customer service, Live Chat, Retail Banking