How to advise female investors on their terms Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are already taken or influenced by women and their power is only set to grow.  The current advisory model is not working for women. Major obstacles include a lack of trust

Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation and generates productive and meaningful relationships.  Generational wealth transfers typically result in 90% of “heirs” changing advisor.  Millennials, in particular, have different expectations and needs to Boomers. They want financial advice

More and more of life is taking place online, including taking care of financial matters. While this technological progress brings greater convenience and efficiency, are we in danger of losing the important human element of empathy? Many banks believe that they are customer-centric, it’s evident that a service that really puts the customer first doesn’t

Hybrid experiences built on trust Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the coming year? Identify key areas of focus for retail banks in 2023 Rebuild trust among

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you? Rebuild customer confidence in your bank Seamless CX using emerging technologies Nurture long-lasting customer relationships by ensuring

Unblu’s 2023 Digital Wealth Management Outlook offers a roadmap to help strategists and executives orient their teams in uncharted territory.

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.

Return to your mutual roots and provide a reassuring digital experience

Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.

Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.