Fact Sheet

The Role of the Financial Advisor

Facing MiFID II Challenges and Bridging Customer Disconnect

Clients have made it clear: they want banks to guide them in their future decisions and provide personalised, meaningful advice. These growing customer expectations are happening against a backdrop of sweeping changes in regulations. These two factors will shape the future of the industry. Digital tools can help banks revitalise the customer experience into something truly relevant while fulfilling compliance requirements.  

unblu resolves these two issues with ease and simplicity. The software’s features fulfil these new levels of transparency for regulators while bridging the satisfaction gap between a client and an advisor. When a client and their advisor can see one another in real time, share documents, and communicate naturally via text, their interactions become a lot more genuine and relevant. The relationship improves and the quality of the client’s experience increases exponentially. Find out more about how unblu is helping banks transform their customer experience and fulfil their compliance requirements.

 
  1. unblu 5 Product Guide
    Fact Sheet

    unblu 5 Product Guide

    Find out how the unblu suite bridges the real world-virtual divide, empowering you to be where your customers are. Learn how the suite unpacks a domino effect of improvements for both your customer’s experience and for your bottom line.

  2. unblu Suite: Advisory Use Case
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    unblu Suite: Advisory Use Case

    Discover how banks can keep customer conversations open, interesting and relevant.

  3. unblu Suite Overview
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    unblu Suite Overview

    Know all about unblu suite. Discover how more than 100 financial institutions are delivering an in-person experience online (Secure Messenger, Co-browsing, LiveView Chat, Video and Voice calls, etc.).

  4. unblu Co-Browsing: the ultimate guide
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    unblu Co-Browsing: the ultimate guide

    Using co-browsing, banks can fill in this gap between online self-service interaction and traditional communication methods.  

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