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Resources about us and opinion pieces about our industry

The Role of the Financial Advisor
Fact Sheet

The Role of the Financial Advisor

Clients have made it clear: they want banks to guide them in their future decisions and provide personalised, meaningful advice. These growing customer expectations are happening against a backdrop of sweeping changes in regulations.

unblu 5 Product Guide
Fact Sheet

unblu 5 Product Guide

Find out how the unblu suite bridges the real world-virtual divide, empowering you to be where your customers are. Learn how the suite unpacks a domino effect of improvements for both your customer’s experience and for your bottom line.

unblu Suite Overview
Fact Sheet

unblu Suite Overview

Know all about unblu suite. Discover how more than 100 financial institutions are delivering an in-person experience online (Secure Messenger, Co-browsing, LiveView Chat, Video and Voice calls, etc.).

unblu Co-Browsing: the ultimate guide
Fact Sheet

unblu Co-Browsing: the ultimate guide

Using co-browsing, banks can fill in this gap between online self-service interaction and traditional communication methods.  

Humanizing Online Customer Experience
Fact Sheet

Humanizing Online Customer Experience

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

PSD2: Impact on customer experience, self-service and collaboration solutions
Fact Sheet

PSD2: Impact on customer experience, self-service and collaboration solutions

PSD2 is the new European directive that aims to create a single payment framework within the European Union, but it is a regulation that affects far more than payments. The directive allows third parties to access banking client information. Enforcement of the directive may mean that traditional banks lose a "monopoly" on their customer.

Customer Experience: Battlefield for the Financial Industry
Case Study

Customer Experience: Battlefield for the Financial Industry

In this use case we show how co-browsing tools, used in the context of a collaborative customer interaction in a Wealth Management scenario, can help the financial industry to sell new and innovative products, remotely.

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