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Category: Customer Experience

How to get clients as a financial advisor – and keep them

For financial advisors, attracting and retaining clients is a significant ongoing challenge. What steps can they take to secure long-term relationships?
Conversational Banking, Customer Experience, Digital Advisory, Wealth Management

PostFinance: The road to conversational maturity with a long-term Unblu customer

Our partnership with PostFinance has been growing since 2016. Discover our story so far.
Conversational Banking, Customer Experience, Digital Transformation, Live Chat, Retail Banking

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

Unblu Spark: The art of authentic client relationships

How can the Unblu Spark digital engagement platform improve client relationships?
Co-Browsing, Conversational Banking, Customer Experience, Digital Transformation

Unblu brings Unblu Spark to IBM Cloud for Financial Services

Unblu brings Unblu Spark to IBM Cloud for Financial Services; Helps Enterprises Deliver Meaningful Customer Conversations
Customer Experience, Digital Transformation

How to improve your customer service experience with Unblu Spark

Discover an engagement platform that helps banks and credit unions to enhance customer relationships over digital channels and beyond
Co-Browsing, Conversational Banking, Customer Experience, Secure Messenger

Unblu Spark 8 is here: Everything you need to know

Unblu Spark 8 is here. Find out exactly what this means for your team to provide customers with a more authentic interaction experience.
Conversational Banking, Customer Experience, Digital Transformation, Unblu Platform

Stop using email with your clients

There are many vulnerabilities associated with email channels. Protect your clients with secure messaging apps.
Conversational Banking, Customer Experience, Secure Messenger

The most important customer experience trends in banking in 2024

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important
Customer Experience, Digital Transformation, Industry Trends, Retail Banking

Digital receptions: The technology to unlock branch expansion

One thing is for certain – bank branches are changing. As in-person footfall declines and digital or hybrid experiences become the norm, banks are faced with a do-or-die dilemma. That is to say, do you invest in branch transformation or allow your branch network to slowly fade away? Most customers and the banks themselves would
Co-Browsing, Customer Experience, Digital Transformation, Retail Banking, Unblu Branch