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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
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.

Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall.  But that’s just one part of the story. With a streamlined service, Raiffeisenbank agents were better able to.

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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