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Category: Digital Advisory
The service that AI financial advisors offer is broad

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, Digital Advisory, Wealth Management
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
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
Customer centric online advisory

Client-centricity in wealth management communications: An Interview with Unblu’s Danny Baggs

Note: This blog post has been adapted from a podcast interview with Katie Royals, the managing editor of PAM insight.  In a wealth management context, the service that clients expect has undergone a transformation. Whereas in-person meetings and long lunches were once the norm, the digital impulse driving every sector is also redefining today’s client-advisor
Digital Advisory, 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