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Fact Sheet

How an improved client experience is the path to profit growth

This joint Unblu-Compeer report draws on original research from wealth and asset management firms to identify common industry IT trends, challenges, and client expectations. Readers can leverage these insights to identify strategic opportunities for digital service development that increase productivity and profit growth.

What you will learn

  • IT expenditure trends in UK Wealth Management over the last five years, based on benchmarking data provided by Compeer.
  • How firms rate their current provision of digital services, where they would like to prioritise digital investment moving forward, and more. 
  • How client preferences and habits have changed – and what firms must do to remain competitive. 
  • Firms’ approaches to digital strategy including their perceived opportunities and weaknesses.

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Case Study
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 with Unblu, they managed to maintain a smooth experience throughout their client onboarding.
Resource
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.  But how do you overcome regulatory barriers without sacrificing the next-level experience that clients expect? In.
Whitepaper
The 2023 Retail Banking Trends

Hybrid experiences built on trust 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.
Whitepaper
Digital banking, done right

How to level up your digital customer experience in a branchless world 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? Rebuild customer.

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