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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 this fact sheet, you will discover: 

  • What constitutes a superior digital experience
  • Barriers to delivering this experience
  • Regulatory requirements (and associated risks)
  • The current state of affairs
  • Your options to offer a convenient, compliant experience
  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

    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. 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?

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