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Category: 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

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

Shifting demographics: Understanding new wealth management client expectations

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

How Co-Browsing helps the investor – and the advisor

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

Where Compliance Meets Convenience in Advisory Communications

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

Top digital wealth management trends

Digital transformations are redefining how clients engage with wealth managers. These are the 13 trends drawing new industry frontiers.
Customer Experience, Digital Transformation, Wealth Management

Wealth firms should invest in hybrid CX to stay ahead of the curve

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
Industry Trends, Private Banking, Wealth Management