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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. The Future of Chat-Based Engagement
    Whitepaper

    The Future of Chat-Based Engagement

    Text-based and chat engagement is a great way to support customers, but brands must learn exactly where and how this is most effective. Forrester’s latest report unmasks the latest trend in digital CX.

  2. Client support and service via Live Chat and WhatsApp
    Case Study

    Client support and service via Live Chat and WhatsApp

    Acting as the main client service interface for Swiss Post agents, Unblu enables diverse means of engagement through either embedded features or dedicated APIs. The implementation of WhatsApp marks the latest milestone in this ongoing project, which also includes phone support, live chat, and written requests.

  3. 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.

  4. Supporting local customers with their financial goals
    Case Study

    Supporting local customers with their financial goals

    Discover how SZKB and 80% of Swiss Cantonal Banks are using Unblu co-browsing solutions to enable call center agents to increase efficiency and quality of service.

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