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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
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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
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6 key features of future-ready private banking digital platforms

Digital innovation has rewritten the rules of client engagement. Here’s what digital private banking platforms can do to stay ahead of the curve.
Private Banking,Wealth Management,Conversational Banking
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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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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.
Wealth Management,Customer Experience,Industry Trends
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Interview: The Wealth Management Sector’s Past, Present and Future

Our CEO's most recent interview, looking at the wealth management sector’s past, present and future. See this week’s top picks from the interview.
Wealth Management,Industry Trends
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How to use Unblu private banking solution to better engage your customers

Renta 4 Banco is leveraging Unblu’s technology to drive client engagement and build relationships, even during the huge disruption caused by COVID-19.
Wealth Management,Conversational Banking,Unblu Platform
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From solo to collaborative decision-making: how co-browsing helps the investor

Investors want seamless advice. But they are often conducting investment research on their own. Find out how co-browsing can turn their solo research efforts into collaborative and trust-building…
Wealth Management,Conversational Banking,Co-Browsing