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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.


Implemented across direct sales and broker account managers, Unblu plays a key role in enabling a hybrid consultancy strategy.

What you will learn

  • Discover how the key business segments where Unblu plays a role
  • Understand Pax's definition of hybrid consulting and how physical and digital meetings are balanced 
  • Learn about the results achieved so far
  • Read direct feedback from 2 Unblu users at Pax
  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
    Whitepaper

    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. 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.

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