Shifting demographics: Understanding new wealth management client expectations
To ensure ongoing success, firms need to meet wealth management client expectations. But who are the new demographics and what do they care about?
Where Compliance Meets Convenience in Advisory Communications
Within the financial services sector, it would be fair to say that the words compliance and convenience are not often associated with each other.
Top digital wealth management trends
Digital transformations are redefining how clients engage with wealth managers. These are the 13 trends drawing new industry frontiers.
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…
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.
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.
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.
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.
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.
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…