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Category: Industry Trends

Shifting demographics: Understanding new wealth management client expectations

To ensure ongoing success, firms need to meet wealth management client expectations. But who are the new demographics and what do they care about?
Industry Trends, Wealth Management

The 5 most important customer experience trends in banking in 2023

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important in 2023.
Customer Experience, Digital Transformation, Industry Trends, Retail Banking

Key digital banking statistics – and what they mean for banks in 2023

Digital banking statistics are showing a back and forth between challenges and opportunities. What will it take to come out ahead in 2023?
Customer Experience, Customer service, Digital Transformation, Industry Trends, Retail Banking

9 chatbot trends that are transforming digital banking

Chatbot technology can transform the financial services industry – provided it’s leveraged properly. Here’s what we can learn from the trends.
Chatbots, Industry Trends, Live Chat, Retail Banking

2023 trends that are transforming digital banking – and roadblocks to success

In 2023, digital banking trends are showing a move toward hybrid customer service experiences as banks strive to rebuild the trust that has fallen in recent years.
Conversational Banking, Customer Experience, Industry Trends, Retail Banking

8 customer service trends transforming digital banking

Customers want convenience, speed, and efficiency - and digital channels can fulfill this demand when they put human relationships first.
Customer Experience, Industry Trends

11 customer service tips for banks and financial services

Technology combined with human expertise can help financial institutions deliver a world-class service that puts the customer first.
Co-Browsing, Conversational Banking, Customer Experience, Industry Trends, Unblu Platform

Top 10 call center KPIs in digital banking (and how to improve them)

There are multiple ways of measuring customer satisfaction and team performance—including call center KPIs like abandonment rate, service level, or NPS.
Customer Experience, Customer service, Industry Trends

22 customer service statistics and trends in digital banking

As financial institutions push for digital transformation, CX strategists should keep these 22 customer service statistics in mind.
Chatbots, Customer Experience, Industry Trends

Wealth firms should invest in hybrid CX to stay ahead of the curve

Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022
Industry Trends, Private Banking, Wealth Management