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Category: Digital Advisory
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
Secure messaging wealth management

Are you prepared for the upcoming consumer duty deadlines?

Upcoming customer duty deadlines require communicating clearly with clients and ensuring they understand. How is your firm evidencing this?
Digital Advisory, Private Banking, Secure Messenger, Wealth Management

Innovative digital experiences disrupting the financial landscape

How service delivery in the banking industry is being radically transformed by new providers offering game-changing digital experiences.
Customer Experience, Digital Advisory

The customer-centric path towards mortgage lending

Customers need to trust their mortgage lenders. How can you deliver convenient and personal mortgage advice that wins trust and boosts sales?
Customer Experience, Digital Advisory

UnbluTalk with Olga Miler: Reinventing trust in a digital world

Unblu's COO, Jens Rabe together with Olga Miler, Co-Founder & CEO of SmartPurse, and looked at trust as a challenge, as an opportunity, and what makes people connect or not connect with their financial institution.
Customer Experience, Digital Advisory

Now is the time to prepare your post-covid advisory strategy!

Those seeing the strategic opportunity within the forced focus on alternative client interaction methods are placing themselves ahead of the pack for the "next normal".
Customer Experience, Digital Advisory, Digital Transformation