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Do you know what your insurance agent wants for Christmas?

My friend’s mom is choosing a Christmas present for her insurance agent. What turned her difficult situation into a personal relationship?

Customer Experience, Digital Transformation, Insurance
Chatbots vs live chat for customer service

As banks become more digital, customers still value chatting with a human agent. Opt for a hybrid experience by merging chatbots with a live chat solution.

Chatbots, Conversational Banking, Live Chat
Chatbot statistics and trends in digital banking

Chatbots will play a large role in the future of financial services, making customer service more efficient – without replacing human conversations.

Chatbots, Conversational Banking, Industry Trends
How does live chat work in financial services

Technology combined with human expertise can help financial institutions deliver a world-class customer service. Live chat is a primary example.

Conversational Banking, Customer Experience, Live Chat
Why is change so hard? How to make digital transformations easier on staff

Digital technology can improve efficiency and ensure a better customer experience. But it's just one piece of the puzzle.

Customer Experience, Digital Transformation
What is Video Chat: Top 5 Benefits in Digital Banking

Video chat is online video for conversational banking, making interactions between customers and banks more personal and streamlined.

Conversational Banking, Unblu Platform, Video Banking
Live Chat for Sales: Tips to Improve Sales in Financial Services

Discover our tips for Live Chat for sales and get more qualified leads and increase conversions rates in financial institutions.

Conversational Banking, Live Chat, Unblu Platform
Live Chat for Banking Best Practices

Customer service relies on effective communication between agent and client. Live Chat allows visitors to communicate with their bank whenever they want.

Conversational Banking, Customer Experience, Live Chat, Unblu Platform
Lessons learned from successful digital transformations

Digital transformation in banking extends the physical world, weaving together the offline interactions and conversations with digital collaboration.

Customer Experience, Digital Transformation
Types of Video Chat to Improve Customer Experience in Banks

Video chat has transformed how financial institutions deliver customer service—whether it occurs on a phone, via computer, or enhanced with co-browsing.

Conversational Banking, Customer Experience, Unblu Platform, Video Banking
Video Chat: How Does it Work in Financial Services?

Video chat allows advisors to connect with customers face-to-face, making interactions more personal and streamlined to accelerate the sales process.

Conversational Banking, Unblu Platform, Video Banking
Private Banking proposition: Interview with our COO

We sat down with The Wealth Mosaic, who came all the way over to Switzerland in order to get the ultimate and up-to-date insight of Unblu.

Conversational Banking, Private Banking, Unblu Platform
Beyond the buzz: what is digital transformation, really?

True digital transformation is an extension of the physical world, allowing for all the interactions and conversations we have in real life.

Customer Experience, Digital Transformation
A Hybrid Approach to Financial Planning: What’s the Right Mix?

What should be automated by robo-assisted services and what should be left for human expertise? Learn more about hybrid advisory to better serve clients.

Conversational Banking, Customer Experience
How to make seamless journeys a reality: the hybrid approach

Customers use more than six channels on average to keep in touch with their bank. But they still want human help. Here's how to strike the right balance.

Co-Browsing, Conversational Banking, Unblu Platform
Empowering the insurance customer on their journey

With an end-to-end digital journey, insurance can radically improve customer engagement by making the claims process simpler and faster.

Customer Experience, Digital Transformation, Insurance