In collaboration with

How an improved client experience is the path to profit growth

This joint Unblu-Compeer report draws on original research from wealth management firms to identify common industry IT trends, challenges, and client expectations.

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Key report findings

Where do the insights come from?

The research was carried out alongside wealth and asset management firms, with AUM ranging from £2bn to £50bn+.
The sample group is on track to experience rapid growth within the next decade, with a 29% increase forecast in the next 5 years alone.

About Unblu

Unblu is a secure digital interaction platform that helps private banks & wealth management firms to scale their AUM growth by increasing client-advisor collaboration and minimizing advisors’ non-core activities.

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