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

Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape. Discover what's defining the direction of the sector in 2022.

As customer expectations continue to soar in financial services, it is digital disruptors who are leading the way.

We now have endless ways to deliver convenience and efficiency – but how can banks ensure the human elements of customer relationships are not lost?

COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.

Private banking digital transformation is about building hybrid, customizable solutions that meet current client expectations. Find out how.

How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’

Adopting CPIs could put customer-centricity at the core of your digital banking business. Help your organization ensure that customer needs come first.

Women represent a powerful demographic. 80% of global purchasing decisions are already taken or influenced by women – and their influence is set to grow.

Millennial’s inheritance will be the largest wealth transfer in history. Financial advisors need the right value proposition in order to engage them.