Case Study

Customer Experience: Battlefield for the Financial Industry

Traditional banks must rethink their go-to-market and customer strategies if they want to succeed in the online financial industry.

In the following example, we demonstrate 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, to their installed customer base.

This story highlights insights extracted from primary research conducted during the implementation of a co-browsing solution in the online sales process of a Swiss financial services institution. They achieved:

  • a greater number of scheduled meetings
  • a reduced cost per customer acquisition
  • an increase in margin
  • an overall better customer experience

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    Unblu for Brokers

    Clients who receive a positive experience from your service overwhelmingly turn into your greatest advocates. However, those same clients also want and expect smooth digital experiences that offer them a personal and convenient service and will have no problem turning to a competitor if their expectations are not met.

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    Take the pain out of claims

    Within this whitepaper, you will 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.

  3. Unblu Secure Text Messaging: the ultimate guide
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    Unblu Secure Text Messaging: the ultimate guide

    Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.

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    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. Quite simply, they want to talk to a real person.

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