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Top 10 call center KPIs in digital banking (and how to improve them)

There are multiple ways of measuring customer satisfaction and team performance including abandon rate, service level, or NPS.
Customer Experience,Customer service,Industry Trends

22 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?
Customer Experience,Chatbots,Industry Trends

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…
Private Banking,Wealth Management,Industry Trends

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.
Wealth Management,Industry Trends

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.
Industry Trends

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?
Customer Experience,Industry Trends

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.
Private Banking,Wealth Management,Industry Trends

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.
Private Banking,Wealth Management,Industry Trends

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.’
Customer Experience,Digital Transformation,Industry Trends

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.
Customer Experience,Digital Transformation,Industry Trends

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?
Customer Experience,Customer service,Industry Trends

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.
Wealth Management,Digital Transformation,Industry Trends
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