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Resources about us and opinion pieces about our industry

Private Banking in Belgium
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.

The 2022 Digital Wealth Management Outlook
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.

Thinking outside the bots
Whitepaper

Thinking outside the bots

Customers definitely want the convenience of digital and omnichannel banking, but they also want personal interaction.

The State of Digital Banking 2022
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.

Humanise your Digital Member Experience
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.

Women and Wealth
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.

Humanize your Digital Customer Service
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?

Take the pain out of claims
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.

The Role of the Financial 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.

Unblu Product Guide
Fact Sheet

Unblu Product Guide

Unblu’s conversational solutions allow you to create an omnichannel experience that boosts customer satisfaction and loyalty.

Co-Browsing: the ultimate guide
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.  

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