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Category: Unblu Platform

Wealth financial advisor client engagement shouldn’t be time consuming

Client engagement leads to increased value generation. So why are advisors struggling to maintain frequent, meaningful communication with clients?
Customer Experience, Unblu Platform, Wealth Management

Complete transformation: How to improve bank branch performance

Traditional branches are numbered. There’s no quick fix to improve performance – it requires a complete strategic overhaul.
Customer Experience, Unblu Branch, Unblu Platform

Bank branches have been given a new lease of life (ft. Valiant Bank case study)

Digital branches can be the answer to the growing challenge of branch closures – according to real examples achieved alongside Unblu Branch.
Customer Experience, Unblu Branch, Unblu Platform

Unblu Spark 8 is here: Everything you need to know

Unblu Spark 8 is here. Find out exactly what this means for your team to provide customers with a more authentic interaction experience.
Conversational Banking, Customer Experience, Digital Transformation, Unblu Platform

Can bank branches ensure customer service excellence and remain viable?

Bank branches offer unique value for customer service during key moments. But they need to transform to remain financially viable.
Customer Experience, Retail Banking, Unblu Branch, Unblu Platform

PostNetz: Driving innovation with in-branch video consultations

In-person and digital environments are blended. To meet customer expectations, PostNetz have launched in-branch video consultations in eight test branches.
Customer service, Digital Advisory, Unblu Branch, Unblu Platform

What banks and financial services should know for customer service

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

Ease the pressure on credit union contact centers – without alienating members

Credit unions must embrace conversational engagement to reduce contact center strain and serve all members, regardless of age.
Co-Browsing, Live Chat, Retail Banking, Unblu Platform

How should Swiss banks respond to the SBA’s “Memorandum of Understanding”?

With the SBA’s “Memorandum of Understanding” that promises to introduce multibanking to Switzerland, banks based in the country need to take action.
Retail Banking, Unblu Platform
Co-browsing technology for financial services

How Co-Browsing improves team performance and satisfaction

Giving your customer service team the right tools – such as Co-Browsing technology – can boost satisfaction and performance.
Co-Browsing, Unblu Platform