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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.

42% of customers prefer mobile banking to a desktop and in-branch experience when given a choice (Future Branches Consumer Study, 2019). Despite this, more than a third (35%) of financial organizations say they are only just beginning their journey towards digital transformation, or not pursuing digital transformation initiatives at all.

How should providers go about building an omnichannel engagement strategy? What technologies should they prioritize? How can they balance traditional and digital channels? And are customers ready for automation?

Download our free 23-page whitepaper to learn about:

  • Best and worst customer engagement channels.
  • Top CX technologies for digital transformation success.
  • Establishing the right mix of traditional and digital channels.
  • Role of automation in the future of banking.
  • Best customer engagement metrics.
     
  1. Unblu for Private Banking and Wealth Management
    Fact Sheet

    Unblu for Private Banking and Wealth Management

    Building stronger relationships can help your wealth management firm or private bank to attract and retain high-value clients – and Unblu can help you achieve this.
  2. The 2023 Retail Banking Trends
    Whitepaper

    The 2023 Retail Banking Trends

    Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the coming year?

  3. Leveraging Unblu to increase product conversion
    Case Study

    Leveraging Unblu to increase product conversion

    Specializing in universal banking services for companies and private individuals, Raiffeisenbank serves over 1,400,000 retail customers. To maintain their reputation as excellent digital service providers, the bank wanted to reduce the strain on their contact centers’ traditional channels – and maximize conversions.

  4. Overcoming Regulatory Barriers to Enhance Client Interaction

    Overcoming Regulatory Barriers to Enhance Client Interaction

    How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.

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