AI financial advisors are all the rage – but what are their limitations and how should wealth management firms respond?

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

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

Upcoming customer duty deadlines require communicating clearly with clients and ensuring they understand. How is your firm evidencing this?

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

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

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

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.

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".