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The 2022 Digital Wealth Management Outlook

The forces and figures shaping the future of private banking

In wealth management, the digital revolution has coincided with a historic shift in client demographics—and a result, the skyline of industry is drastically changing shape. Today, we’re witnessing the rise of unexpected partnerships, complex questions of cybersecurity, and cryptocurrencies as an in-demand asset class for the mainstream investor. Amid a complex ecosystem of social change and client expectations, these are just a few of the emergent trends that firms must keep on their radars.

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.

What you will learn

  • Discover core insights on the emergent ‘mass affluent market’—and the opportunities this presents for innovative firms.
  • Locate the in-demand advisory services and investment products wanted by the wealth market of tomorrow.
  • Understand with the pillars of disruptive client experiences in private banking to refine your digital CX strategy.
  • Get the facts on how employment, partnerships and acquisitions are evolving in wealth management and prepare for the road ahead.
  1. 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.

  2. 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.

  3. Digital banking, done right

    Digital banking, done right

    No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you?

  4. Ensuring a smooth digital migration

    Ensuring a smooth digital migration

    Crédit Agricole next bank (Suisse) identified and anticipated potential areas of friction in their customer journey when planning to migrate to a new e-banking environment. By partnering iwth Unblu, they managed to maintain a smoth experience throughout their client onboarding process and boosted their call center efficiency.

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