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Live chat: what is it and why it’s important in banking

Live Chat software enhances customer service with high-tech, building better relationships with your customers in a secure communication environment.
Conversational Banking,Customer Experience,Unblu Platform,Live Chat

11 customer service tips for banks and financial services

Technology combined with human expertise can help financial institutions deliver a world-class service that puts the customer first.
Conversational Banking,Customer Experience,Unblu Platform,Co-Browsing,Industry Trends

Swiss Post takes a leap forward by enabling clients to receive support via WhatsApp

Swiss Post has been working with Unblu to deploy a new means of client engagement and support. Acting as the main Swiss Post employee interface, Unblu enables diverse means of client engagement…
Customer Experience,Unblu Platform,Customer service

The Top 5 Digital Tools for Financial Advisors

For firms, leveraging digital can lead to high-value relationships with clients. How? Here are the top 6 digital tools for financial advisors.
Private Banking,Conversational Banking,Unblu Platform

How to create high-touch digital experiences for Credit Union members using co-browsing

How using Unblu’s co-browsing tool could create more productive conversations with credit union members and enhance the digital experience.
Conversational Banking,Unblu Platform,Co-Browsing

How to use co-browsing to boost loan applications

Learn how to use co-browsing to build more meaningful and productive interactions with customers as you guide them through important financial decisions.
Conversational Banking,Unblu Platform,Co-Browsing

Why focusing on customer touchpoints diminishes a winning banking customer experience

By adopting a more customer-centric viewpoint, financial institutions can envisage the journey as a whole and create a more positive and efficient experience.
Conversational Banking,Customer Experience,Unblu Platform

Co-Browsing vs. Screen Sharing: what’s the difference?

Banks can use Co-browsing alongside a phone call, a chat session, or a messenger conversation and ultimately create a more personalized experience for their customers. But remember Co-browsing is…
Conversational Banking,Unblu Platform,Co-Browsing

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

Is an isolated video conferencing solution a false economy?

Video conferencing solutions may present an enticing 'quick fix' for organizations at this time but are they really adding the value that clients seek and the businesses themselves require?
Conversational Banking,Customer Experience,Unblu Platform,Video Banking

Co-browsing best practices to improve customer experience

Co-browsing has the potential to transform customer service. Learn the best ways to use it to both improve customer satisfaction and grow your business.
Conversational Banking,Unblu Platform,Co-Browsing

Digitization in banking: why are digital banking services needed?

Customers are loyal to banks that offer them a seamless, pleasurable, and personal service which explains the desire for an omnichannel experience.
Conversational Banking,Customer Experience,Digital Transformation,Unblu Platform
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