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Fact Sheet
Unblu for Private Banking and Wealth Management
Building stronger relationships can help your wealth management firm or private bank to attract and retain high-value clients – and Unblu can help you achieve this.
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webinar
The power of Messaging in Customer Service
Implement the right messaging strategy to multiply your contact center’s efficiency and boost your top line.
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Whitepaper
The 2023 Retail Banking Trends
Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the coming year?
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Whitepaper
Digital banking, done right
No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you?
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Case Study
Private Banking in Belgium
A leading private bank in Belgium implemented Unblu co-browsing to augment the way advisors sell products through their banking websites.
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Case Study
Supporting local customers with their financial goals
Discover how SZKB and 80% of Swiss Cantonal Banks are using Unblu co-browsing solutions to enable call center agents to increase efficiency and quality of service.
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Case Study
Pax Insurance - Enhancing Hybrid Consulting
Pax Insurance, a leading Insurance provider in Switzerland has selected Unblu to support them in enhancing both its direct sales and broker network strategy.
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Whitepaper
The 2022 Digital Wealth Management Outlook
Based on observations, events and stats from the forefront of private banking, Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help strategists and executives orient their teams in uncharted territory.
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Whitepaper
Thinking outside the bots
Customers definitely want the convenience of digital and omnichannel banking, but they also want personal interaction.
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webinar
Unblu 7 I Engage anytime. Opportunity everywhere
In this 60-minute webinar, we will explore the new features in Unblu 7 and their potential impact on your business.
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Whitepaper
From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing
A key challenge for financial services providing customer or client advisory has been ensuring a smooth digital migration – are they adequately served by existing video solutions?
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Fact Sheet
A humanized digital member experience for credit unions
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.
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Whitepaper
Humanize your Digital Customer Service
Taking care of financial matters is becoming more connected and online. While this technological progress brings greater efficiency, are we in danger of losing the important human element of empathy?
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Whitepaper
Millennial wealth: how to prepare for imminent change
Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation.
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webinar
How digital offers advisers and brokers more than a tool for video
While businesses with a core focus on advisory services have had a challenging 2020, there is a great opportunity within the forced focus on digital initiatives.
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webinar
Unblu for Banking: Taking it to the next level
We believe that conversational banking needs to go further than just bot-based interactions. Find out more about our proposition.
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