of 3
Whitepaper

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 personalized, 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 revitalize the customer experience into something truly relevant while fulfilling compliance requirements.  

Unblu resolves these two issues with ease and simplicity. The software’s features fulfill 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 fulfill their compliance requirements.

 
  1. Understand your customers to help improve their Financial Well-Being
    Whitepaper

    Understand your customers to help improve their Financial Well-Being

    Creating better digital banking experiences with Forrester's financial well-being segmentation model.

  2. The State of Digital Banking 2021: how to prepare for the future of banking
    Whitepaper

    The State of Digital Banking 2021: how to prepare for the future of banking

    Customers are ready for change but banks are being slow off the mark. How can your organization better prepare for the future of banking?

  3. From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing
    Whitepaper

    From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

    A key challenge for financial services providing customer or client advisory has been ensuring a smooth digital migration – are they adequately served by existing video solutions?

  4. A humanized digital member experience for credit unions
    Fact Sheet

    A humanized digital member experience for credit unions

    Unblu’s credit union clients are combining the best of online self-service and traditional communication methods, bringing a much-needed human touch to digital member interactions.

See all Resources library

Stay in touch