Whitepaper
Women and Wealth
Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are already taken or influenced by women and their power is only set to grow.
Downloads
Resources about us and opinion pieces about our industry
Report
Digital banking transformation: moving towards an omnichannel reality
An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service. Learn how financial organizations are undertaking and implementing digital transformation today.
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.
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?
Fact Sheet
Unblu Conversational Solutions for Brokers
Clients who receive a positive experience from your service overwhelmingly turn into your greatest advocates.
Whitepaper
Take the pain out of claims
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.
Fact Sheet
Unblu Secure Text Messaging: the ultimate guide
Secure Messenger is part of the Unblu platform and is a natural expansion of the pervasive chatting experience.
Whitepaper
Beyond Bots: Real Conversations for a Meaningful Customer Experience
Customers want convenience and practicality, but they also want personal interaction. They want to ask questions and they want the expertise of a trusted advisor.
Whitepaper
The Role of the Financial Advisor
Clients have made it clear: they want banks to guide them in their future decisions and provide personalized, meaningful advice.
Fact Sheet
Unblu Product Guide
Unblu’s conversational solutions allow you to create an omnichannel experience that boosts customer satisfaction and loyalty.
Infographic
Unblu Suite: Advisory Use Case
Discover how banks can keep customer conversations open, interesting and relevant.
Fact Sheet
Unblu Platform Overview
Discover how more than 150 financial institutions are delivering the conversational experience online.
Fact Sheet
Co-Browsing: the ultimate guide
Using co-browsing, financial institutions can fill in this gap between online self-service interaction and traditional communication methods.
Infographic
The road to success in financial services
What banks have to do to remain close to their customers by supporting and advising them on their customer journey.
Infographic
Co-browsing implementation in the financial sector
Discover how one of the leading Swiss banks has implemented co-browsing for improving customer support and promoting transactions.
Whitepaper
Humanizing Online Customer Experience
We help banks to convert and engage customers by increasing their sales through all channels.
Whitepaper
PSD2: Impact on customer experience, self-service and collaboration solutions
PSD2 is affecting far more than payments. Continue to be relevant to your customers.
Case Study
Customer Experience: Battlefield for the Financial Industry
We show how co-browsing tools, used in a Wealth Management scenario, help to sell new and innovative products, remotely.