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Category: Secure Messenger

Building trust is essential to retain wealth management clients

As growth slows, it’s becoming harder to retain clients. The wealth management firms that succeed are those that can cultivate a strong sense of trust.
Conversational Banking, Digital Advisory, Secure Messenger, 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

The top 3 ways to drive revenue through excellent customer service 

Do you consider your customer service to be an expense – or a source of revenue? Turn your customer service center into a profit machine.
Customer service, Insurance, Retail Banking, Secure Messenger

Why does secure messaging benefit banks?

Secure messaging is a safe and convenient solution for banking interactions that boosts trust and drives long-term loyalty.
Conversational Banking, Secure Messenger

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

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

Wealth & relationship managers should prioritise secure messaging in 2023

Secure Messenger used correctly is a power tool to engage with Wealth clients and grow AUM.
Secure Messenger, Wealth Management

The 3 essential decisions you must make to launch a successful chat program

Discover the most important aspects that customer service leaders need to keep in mind with this Forrester report.
Live Chat, Retail Banking, Secure Messenger

How to use Unblu for conversational customer support

Learn how to integrate conversational banking tools to elevate the quality of your customer services—all while reducing costs.
Chatbots, Co-Browsing, Conversational Banking, Live Chat, Secure Messenger