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Category: Wealth Management

Secure messaging: The key to wealth management client engagement

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

Building stronger client relationships with Unblu’s conversational platform

Unblu’s conversational platform empowers wealth management firms to strengthen client relationships by delivering an outstanding service experience.
Private Banking, Wealth Management
The service that AI financial advisors offer is broad

Do AI financial advisors have a place in the future of advisory?

AI financial advisors are all the rage – but what are their limitations and how should wealth management firms respond?
Chatbots, Digital Advisory, Wealth Management
Investor trends in the wealth management industry

Exploring investor trends and organizational realities in the changing wealth landscape

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
Digital Advisory, Industry Trends, Wealth Management
Digital wealth management trends 2023

Top 10 wealth management trends in 2023

What do advisors need to focus on in 2023? Discover the most wealth management trends that are defining the digital wealth management landscape.
Customer Experience, Digital Transformation, Wealth Management
Assistive AI

Wealth managers should embrace their AI sidekick

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
Chatbots, Digital Advisory, 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

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
Customer centric online advisory

Client-centricity in wealth management communications: An Interview with Unblu’s Danny Baggs

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
Digital Advisory, Wealth Management