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Category: Wealth Management

Millennials and financial advisors: what can wealth managers learn from growing disruptive competition

Millennial’s inheritance will be the largest wealth transfer in history. Financial advisors need the right value proposition in order to engage them.
Customer Experience, Industry Trends, Wealth Management

Interview: The Wealth Management Sector’s Past, Present and Future

Our CEO's most recent interview, looking at the wealth management sector’s past, present and future. See this week’s top picks from the interview.
Industry Trends, Wealth Management

How to use Unblu private banking solution to better engage your customers

Renta 4 Banco is leveraging Unblu’s technology to drive client engagement and build relationships, even during the huge disruption caused by COVID-19.
Conversational Banking, Unblu Platform, Wealth Management