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Category: Conversational Banking

Stop using email with your clients

There are many vulnerabilities associated with email channels. Protect your clients with secure messaging apps.
Conversational Banking, Customer Experience, Secure Messenger

How to improve customer engagement in banking

Strong customer experiences lead to larger purchases – provided you engage them at the right time.
Chatbots, Co-Browsing, Conversational Banking, Customer Experience, Retail Banking

2024 review: 6 trends transforming customer experience in digital banking

Digital banking trends are showing a move toward hybrid customer service experiences as banks strive to rebuild the trust that has fallen in recent years.
Conversational Banking, Customer Experience, 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

Conversational AI is transforming the banking service experience

Conversational AI should be intertwined with human support to provide a seamless customer experience.
Chatbots, Conversational Banking, Retail Banking

What to consider when choosing a video solution for financial advice

What criteria should financial institutions be using when choosing a video conferencing platform? At Unblu, this is a topic we discuss on a daily basis.
Conversational Banking, Video Banking

Banking customer service and chatbots – what you should know

Chatbots have become an integral part of the banking customer service experience – and can have a wide-ranging impact on your financial institution.
Chatbots, Conversational Banking, Retail Banking

Why does secure messaging benefit banks?

Secure messaging is a safe and convenient solution for banking interactions that boosts trust and drives long-term loyalty.
Conversational Banking, Secure Messenger

Reinventing the role of the financial advisor (ft. real case)

Financial advisor client engagement is more difficult to achieve than ever before – requiring a complete rethink of the nature of the role.
Conversational Banking, Private Banking, Secure Messenger

What financial institutions should know about Co-Browsing

Unlike screen-sharing, co-browsing only shares the web or mobile application – so the customer's data is never compromised.
Co-Browsing, Conversational Banking