Client engagement is one of the principal markers of success in a wealth management context. But how do you increase client-advisor contact?

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

AI financial advisors are all the rage – but what are their limitations and how should wealth management firms respond?

The 2023 EY Global Wealth Management Research Report, “When volatility causes complexity, how can wealth managers create opportunity?” draws its insights from a sample of 2,600 investors across generations, geographies, and wealth segments.  The report, which you can find here, paints a picture of the current wealth landscape, including challenges, client expectations, and ways to

What do advisors need to focus on in 2023? Discover the most wealth management trends that are defining the digital wealth management landscape.

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.

Note: This blog post has been adapted from a podcast interview with Katie Royals, the managing editor of PAM insight.  In a wealth management context, the service that clients expect has undergone a transformation. Whereas in-person meetings and long lunches were once the norm, the digital impulse driving every sector is also redefining today’s client-advisor