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.
Downloads
Resources about us and opinion pieces about our industry
Case Study
SZKB - 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.
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.
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.
Whitepaper
Thinking outside the bots
Customers definitely want the convenience of digital and omnichannel banking, but they also want personal interaction.
Whitepaper
The State of Digital Banking 2022
Learn what banks are doing, what they’re not doing, and identify the opportunities for future-proofing your organization’s offering.
Whitepaper
Humanise your Digital Member Experience
As mutual organisations, building societies claim to be member-centric. However, most have yet to prioritise meaningful interactions with their members, limiting their ability to create a member experience that builds trust and loyalty.
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?
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.
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.
Whitepaper
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
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.
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.