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

In 2017, Valiant Bank first began collaborating with Unblu.

Deliver an experience that drives revenue In this guide, you will learn about: The power of experience Discover why experience matters in a wealth management context and how it opens the door to more profitable relationships.

How to advise female investors on their terms Women constitute half the planet’s population.

Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history.

More and more of life is taking place online, including taking care of financial matters.

Pax Insurance, a leading Insurance provider in Switzerland has selected Unblu to support them in enhancing both its direct sales and broker network strategy.

Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment.

How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.

In 2020, Raiffeisenbank first began collaborating with Unblu.

Hybrid experiences built on trust Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks.

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape.

Swiss Post has been working with Unblu to deploy new means of client engagement and support.

Staying competitive through remote assistance and advisory  Our client is a renowned private bank in Belgium.

Founded in 1890, the Schwyzer Kantonalbank (SZKB) operates 22 branches and employs 600+ people.

Sweeping changes affecting the wealth management sector The wealth landscape is reaching a point of no return as years of change transform the status quo.

From Conversational to Generative: One giant leap for botkind In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.

Return to your mutual roots and provide a reassuring digital experience More and more of life is taking place online, including taking care of financial matters.

  During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has been ensuring a smooth digital migration – and that consumers are adequately served via video conferencing solutions.

  Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions.

An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service.

Maintain Client Trust and Loyalty in the Transition to Digital Your clients will advocate for your service if you give them a smooth digital experience.

90% of customers who were frustrated by an experience with their insurer plan to search for another provider Within this whitepaper, you will find out how the right blend of convenience and personalized human interaction will provide your customers with the reassurance they seek and a positive experience they desire.

  Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.

For all the convenience and efficiency of digital banking, customers tell us something is still missing.

Facing MiFID II Challenges and Bridging Customer Disconnect Clients have made it clear: they want banks to guide them in their future decisions and provide personalized, meaningful advice.

Your customers want you to be with them, wherever they are, moving alongside them from the real world to the virtual world and back.

Discover how banks can keep customer conversations open, interesting and relevant.

Spend quality time with your customers.

Secure & Profitable Online Engagement for the Financial Sector “Co-browsing technology is rarely used outside industries like financial services and telecoms, but it merits wider implementation.

Discover how to increase gross margins, exceed customer expectations, speed up digital transformation and comply with upcoming banking regulations.

Discover how one of the leading Swiss banks has implemented co-browsing for improving support and promoting transactions.

Discover in our new FactSheet how in-person customer engagement solutions can help banks to convert and engage customers by increasing their sales through all channels, increasing customer loyalty and getting a higher differentiation   Increase sales through all channels.

Banks must build bridges between faceless online self-service systems and traditional communication methods in order to have a direct and positive effect on customer satisfaction, sales conversion, and customer loyalty.

Traditional banks must rethink their go-to-market and customer strategies if they want to succeed in the online financial industry.