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Category: Private Banking

What is Secure Messaging – and what role does it play in private wealth? 

Secure text messaging eliminates risk and creates trust – while providing customers with extra convenience.
Conversational Banking, Private Banking, Secure Messenger

Digital interaction for stronger client relationships with Unblu

Unblu’s conversational platform empowers wealth management firms to strengthen client relationships by delivering an outstanding service experience.
Private Banking, Wealth Management
Secure instant messaging in banking

Convenience vs. compliance: Secure instant messaging in the financial services industry

Convenience vs. compliance – secure instant messaging shouldn't be one or the other in the financial services industry.
Private Banking, Secure Messenger, Unblu Platform, 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

Reinventing the role of the financial advisor (ft. real case)

Financial advisor client engagement is more difficult to achieve than ever before – requiring a complete rethink of the nature of the role.
Conversational Banking, Private Banking, Secure Messenger

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. Discover what's defining the direction of the sector in 2022.
Industry Trends, Private Banking, Wealth Management

The Top 5 Digital Tools for Financial Advisors

For firms, leveraging digital can lead to high-value relationships with clients. How? Here are the top 5 digital tools for financial advisors.
Conversational Banking, Private Banking, Unblu Platform

The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities

COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
Industry Trends, Private Banking, Wealth Management

What do affluent clients expect from future-proof private banks?

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

6 key features of future-ready private banking digital platforms

Digital innovation has rewritten the rules of client engagement. Here’s what digital private banking platforms can do to stay ahead of the curve.
Conversational Banking, Private Banking, Wealth Management