How to use Co-Browsing to boost loan applications

Javier Puga

Discover how Co-Browsing ensures customers get access to human support during the entire loan application process.

How Co-Browsing helps the investor – and the advisor

Jens Rabe

High-touch Co-Browsing software enhances the relationship between investors and advisors at every stage of the client journey.

How to deliver an exceptional digital mortgage customer experience

Javier Puga

Mortgages are banks’ main product – but customers go to branches less. Delivering a quality digital mortgage customer experience is essential for success.

Is digital transformation within banks’ control?

Jens Rabe

Despite the undeniable need to innovate, some banks and financial institutions are still lagging behind. Is digital transformation within banks’ control?

9 chatbot trends that are transforming digital banking

Jens Rabe

Chatbot technology can transform the financial services industry – provided it’s leveraged properly. Here’s what we can learn from the trends.

Why can't chatbots replace advisors in digital banking?

Javier Puga

Unless AI banking is integrated with tools that allow for human-to-human conversation, they risk leaving customers alienated and frustrated.

Where Compliance Meets Convenience in Advisory Communications

Danny Baggs

Within the financial services sector, it would be fair to say that the words compliance and convenience are not often associated with each other.

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

Jens Rabe

Live chat enhances customer service with powerful tech, building better relationships with your customers in a secure communication environment.

How to optimize an insurance customer journey for digital sales

Javier Puga

Outstanding customer journeys leverage multiple digital channels, from sales to support. This is what a multi-access insurance experience looks like.

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

Javier Puga

There are multiple ways of measuring customer satisfaction and team performance—including call center KPIs like abandonment rate, service level, or NPS.

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

Matthieu Clermont

Swiss Post has been working with Unblu to deploy a new means of client engagement and support. Find out what this means for you.

Unblu at the Building Societies Annual Conference 2022: Event round-up

Danny Baggs

Unblu will be an exhibitor at the Building Societies Annual Conference. We look forward to discussing current challenges around member experience.

Why ‘multi-access’ is redefining insurance customer engagement

Javier Puga

New models of insurance customer engagement are required for complex customer demands. Multi-access, hybrid approaches can match the pace of change.

Wealth firms should invest in hybrid CX to stay ahead of the curve

Javier Puga

Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape. Discover what's defining the direction of the sector in 2022.

The digital trends and tech disrupting the insurance industry

Javier Puga

Digital transformation starts with knowing the tech, and knowing your audience. Here’s our roadmap of the digital trends in the insurance industry.

Fusing tech-powered CX with trust in financial services: Insights from the latest Unblu/FTAdviser webinar

Jens Rabe

As customer expectations continue to soar in financial services, it is digital disruptors who are leading the way.