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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
Why Insurers must focus on the journey, not the touch points.

Only 15% of customers are satisfied with their digital experience. This is usually because of a disjointed customer journey that insurers need to fix.

Insurance, Unblu Platform
Reinventing trust in a digital world (Part 2)

Although customer trust is low, banks still hold and manage individual wealth. This is a huge advantage that must be leveraged wisely.

Customer Experience, Digital Transformation
Reinventing trust in a digital world (Part 1)

Customers still endow banks with their trust of keeping their money safe. This is huge advantage that must be leveraged wisely.

Customer Experience, Digital Transformation
Disruptive Innovation: Banking 2030 (Davos)

Davos experts discuss cryptocurrency, consumer trust, consumer empowerment on data privacy, digital identity and more.

Customer Experience, Digital Transformation, Private Banking
The benefits of building a customer-centric bank with purpose

Banks must reconnect with the community they serve. Discover the benefits of building a customer-centric bank with a cause at the core.

Conversational Banking, Customer Experience
Is technology making your customer experience more human?

In banking, customer experience is everything. How do we balance the convenience of digital with the need for human interaction?

Conversational Banking
Make 2019 the year of meaningful conversations

Each conversation is an opportunity to add value. How can you transform interactions and transactions into meaningful conversations?

Conversational Banking
Transactional Sameness or Relational and Relevant?

Customer service expectations and market forces are changing the financial services landscape. How should banks respond?

Customer Experience, Digital Transformation