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

COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.

In private banking, digital transformation developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.

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