Wealth firms should invest in hybrid CX to stay ahead of the curve
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape, finding that the rise of Millennial and Gen Z investors, digital assets and agile advisors are defining the…
Staying ahead of wealth management client experience in 2022
Digital has changed everything about wealth management client experience. Here are the forces shaping the wealth advisory market in 2022.
Fusing tech-powered CX with trust in financial services: Insights from the latest Unblu/FTAdviser webinar
As customer expectations continue to soar in financial services, it is digital disruptors who are leading the way.
How can banks stay human as they go digital?
We now have endless ways to deliver convenience and efficiency—but how can banks ensure the human elements of customer relationships are not lost?
The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities
COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
What do affluent clients expect from future-proof private banks?
In wealth management, digital developments have shaped client expectations. Banks must know what they are and build hybrid, customizable solutions.
A growing desire for omnichannel banking: 11 statistics to know
How COVID-19 has shifted consumer preferences towards omnichannel digital banking and the role of traditional advisory services in this ‘new normal.’
16 customer experience statistics and trends in banking
How banking customer service is changing and key trends to know about to ensure your digital transformation initiatives are on the right track.
CPIs in digital banking: evaluate your organization’s performance through the customer’s eyes
Could adopting Customer Performance Indicators put customer-centricity at the core of your business and help your organization to ensure that customer needs always come first?
18 customer service statistics and trends in digital banking
Technology empowers financial services to deliver a more personalized and intuitive customer service. But are we doing enough to keep up with customer demands?
Wealth management: how women invest differently than men
Representing half the planet’s population, women are a diverse but powerful demographic. 80% of global purchasing decisions are already taken or influenced by women and their influence is set to grow.
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 providers need to build a value proposition that engages this younger generation.