Avoiding customer service fallout during an ebanking migration

Strong customer service will aid a successful ebanking migration project – and protect a bank’s reputation if something goes wrong.

Co-Browsing, Customer Experience, Retail Banking
Customer retention strategies for banks – what works?

There are two sides to customer growth: acquisition and retention. How do banks reduce churn to empower growth?

Customer Experience, Customer service, Retail Banking
PostNetz: Driving innovation with in-branch video consultations

In-person and digital environments are blended. To meet customer expectations, PostNetz have launched in-branch video consultations in eight test branches.

Customer service, Digital Advisory, Unblu Branch, Unblu Platform
What banks and financial services should know for customer service

Technology combined with human expertise can help financial institutions deliver a world-class service that puts the customer first.

Co-Browsing, Conversational Banking, Customer Experience, Industry Trends, Unblu Platform
Quality over quantity: The role of Co-Browsing in member interactions

Credit Union service agents need access to high-touch collaboration tools to provide the quality support members deserve.

Co-Browsing, Customer service, Digital Advisory
Key digital banking statistics – and what they mean for banks

Digital banking statistics are showing a back and forth between challenges and opportunities

Customer Experience, Customer service, Digital Transformation, Industry Trends, Retail Banking
Building trust is essential to retain wealth management clients

As growth slows, it’s becoming harder to retain clients. The wealth management firms that succeed are those that can cultivate a strong sense of trust.

Conversational Banking, Digital Advisory, Secure Messenger, Wealth Management
Mobile Co-Browsing: What is it and how does it benefit banks?

Mobile Co-Browsing or Co-Apping is emerging as a key tool for app-to-app customer service collaboration. But what exactly is it?

Co-Browsing, Live Chat
Ease the pressure on credit union contact centers – without alienating members

Credit unions must embrace conversational engagement to reduce contact center strain and serve all members, regardless of age.

Co-Browsing, Live Chat, Retail Banking, Unblu Platform
How should Swiss banks respond to the SBA’s “Memorandum of Understanding”?

With the SBA’s “Memorandum of Understanding” that promises to introduce multibanking to Switzerland, banks based in the country need to take action.

Retail Banking, Unblu Platform
Consolidating your credit union? Now is the time to invest in member experience

Credit unions undergoing consolidation initiatives shouldn’t put off digital transformation – they should leverage its power during migration.

Co-Browsing, Live Chat
Turning customer support excellence into sales opportunities for retail banking

Customer service is vital in the financial services industry, allowing retail banks or credit unions to capitalize on upsell or cross sell opportunities.

Co-Browsing, Live Chat
Generative AI will take banking service chatbots to the next level

Chatbots have sometimes had mixed receptions from users. But can new advances in AI thanks to GPT change this and deliver the service customers want?

Chatbots, Live Chat
What can banks do to improve customer acquisition and retention?

There is a substantial challenge involved in achieving sustainable customer acquisition at a reasonable cost. What works for retail banks?

Co-Browsing, Live Chat, Retail Banking
Secure messaging: The key to wealth management client engagement

Client engagement is one of the principal markers of success in a wealth management context. But how do you increase client-advisor contact?

Chatbots, Wealth Management
KPIs to assess if your retail bank should invest in Co-Browsing solutions

Want to invest in Co-Browsing solutions? Discover the most important KPIs to gauge your customer support team's readiness.

Co-Browsing, Retail Banking