Sometimes, I like thinking that AI stands for Assisted Intelligence and not Artificial Intelligence. It helps me think about how all these mind-blowing advancements in generative AI could and should be best used. It is common to come across people who are concerned about the risk of AI replacing a human role. This is not

Convenience vs. compliance – secure instant messaging shouldn't be one or the other in the financial services industry.

Upcoming customer duty deadlines require communicating clearly with clients and ensuring they understand. How is your firm evidencing this?

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

Unblu’s conversational platform empowers wealth management firms to strengthen client relationships by delivering an outstanding service experience.

To ensure ongoing success, firms need to meet wealth management client expectations. But who are the new demographics and what do they care about?

High-touch Co-Browsing software enhances the relationship between investors and advisors at every stage of the client journey.

Within the financial services sector, it would be fair to say that the words compliance and convenience are not often associated with each other.

Digital transformations are redefining how clients engage with wealth managers. These are the 13 trends drawing new industry frontiers.

Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the direction of the sector in 2022