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Customer dissatisfaction in retail banking is driving customer churn, with JD Power claiming that 13% of US banking customers are likely to switch institutions due to poor experiences.

The wealth management sector is struggling to maintain profitability due to increased competition, client price sensitivity, an increase in M&A activity, and more.

Unblu Spark is our versatile engagement platform that combines AI and human interactions to enhance customer relationships over digital channels and beyond.

How does Unblu’s secure digital interaction platform serve wealth management and private banking contexts? In this quick-look fact sheet, you will discover how we empower organizations to scale their AUM growth by increasing client-advisor collaboration and minimizing advisors’ non-core activities.

Across the globe, bank branch networks are struggling.

A Digital Customer Interaction Solution empowers organizations to improve customer service experiences by offering swift, personalized advice across touch points.

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.

In total, there has been a 20% reduction in physical bank branches since 2017.

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.

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

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.

In 2020, Raiffeisenbank first began collaborating with Unblu.

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.

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.

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.

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

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 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.