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Category: Secure Messenger

10 tools in the Advisor Workbench to boost operational efficiency for retail banks

The Advisor Workbench can transform operational efficiency for retail banks. Here are our top 10 tools for customer service agents.
Insurance, Secure Messenger

Messaging apps for insurance customer retention (FT. UNIQA case study)

Achieving customer engagement in insurance requires new messaging capabilities. Discover what insurance company UNIQA did.
Insurance, Secure Messenger

2025 report highlights Valiant’s bank branches of the future

A key component of Valiant’s success is their branch expansion and optimization initiative – powered by Unblu’s digital reception.
Secure Messenger, Unblu Platform, Wealth Management

Fostering tech adoption with smarter integration and advisor training

The wealth management industry has an ever-evolving relationship with technological transformation. It is simply impossible for firms or other financial institutions to ignore their digital strategy, given that Generative AI and LLMs are proving better than humans when it comes to efficiency, reliability, and other advisory-related tasks.
Secure Messenger, Unblu Platform, Wealth Management

A behind-the-scenes look at Tatra banka’s new chat feature available via the banking app

This is an adaptation of the article “We tried out the chat with a banker directly in the banking app. How does it work?” by Roman Calik from TECHBOX magazine. You can find the original here.
Live Chat, Secure Messenger, Unblu Platform

Engagement and growth: Capgemini’s World Report Series 2025 report findings

The World Report Series 2025 by Capgemini represents one of the most extensive and consequential pieces of research for the wealth management industry in recent years.
Industry Trends, Secure Messenger, Unblu Platform

Delivering innovation: Celebrating the Tatra banka new in-app collaboration capabilities

At Unblu, we take pride in working closely with our customers to deliver tailored results that align with each institution’s specific objectives. When our customers’ projects mature and bear fruit, we celebrate – and share – the success they experience.  One recent example of this is Tatra banka,  the 3rd biggest bank in Slovakia ,
Co-Browsing, Customer Experience, Retail Banking, Secure Messenger

What is secure messaging – and what role does it play in private wealth?

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

Top 5 wealth advice tips in 2024 (so far)

What do clients want? Here are our top five nuggets of advice to win prospective clients and keep them.
Industry Trends, Secure Messenger, Wealth Management

How to improve your customer service experience with Unblu Spark

Discover an engagement platform that helps banks and credit unions to enhance customer relationships over digital channels and beyond
Co-Browsing, Conversational Banking, Customer Experience, Secure Messenger
Swiss Made Software
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