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Category: Wealth Management

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

Wealth advisors must embrace AI to boost their productivity

The way is clear for WM firms to leverage AI. How can the technology improve advisor productivity?
Digital Advisory, Wealth Management

Top 5 wealth advice tips in 2024 (so far)

What do clients want? Here are our top five nuggets of advice to win prospective clients and keep them.
Industry Trends, Secure Messenger, Wealth Management

Artificial intelligence in wealth management is also for advisors

Artificial intelligence works as part of a larger journey to boost efficiency and increase client collaboration.
Chatbots, Conversational Banking, Customer Experience, Wealth Management

What trends are defining the wealth management industry?

What do advisors need to focus on in 2024? Discover the most wealth management trends that are defining the digital wealth management landscape.
Customer Experience, Digital Transformation, Wealth Management

How to get clients as a financial advisor – and keep them

For financial advisors, attracting and retaining clients is a significant ongoing challenge. What steps can they take to secure long-term relationships?
Conversational Banking, Customer Experience, Digital Advisory, Wealth Management

Wealth apps: Improving the digital experience for your wealth management clients

Apps are an essential aspect of the modern wealth management digital experience. How can you leverage them to provide the best service?
Co-Browsing, Customer Experience, Wealth Management

Building trust is essential to retain wealth management clients

As growth slows, it’s becoming harder to retain clients. The wealth management firms that succeed are those that can cultivate a strong sense of trust.
Conversational Banking, Digital Advisory, Secure Messenger, 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

Digital interaction for stronger client relationships with Unblu

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