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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. 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.

  2. SZKB - Supporting local customers with their financial goals
    Case Study

    SZKB - 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.

  3. Pax Insurance - Enhancing Hybrid Consulting
    Case Study

    Pax Insurance - Enhancing Hybrid Consulting

    Pax Insurance, a leading Insurance provider in Switzerland has selected Unblu to support them in enhancing both its direct sales and broker network strategy.

  4. The 2022 Digital Wealth Management Outlook
    Whitepaper

    The 2022 Digital Wealth Management Outlook

    Based on observations, events and stats from the forefront of private banking, Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help strategists and executives orient their teams in uncharted territory.

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