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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  1. unblu Suite: Advisory Use Case

    unblu Suite: Advisory Use Case

    Discover how banks can keep customer conversations open, interesting and relevant.

  2. 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.).

  3. 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.  

  4. The road to success in financial services

    The road to success in financial services

    Banks have to establish mechanisms to remain close to their customers by supporting and advising them on their customer journey.

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