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Whitepaper

From Surviving to Thriving: Digital Customer Engagement beyond Video Conferencing

 

During the Covid-19 pandemic, and ensuing national lockdowns, one of the key challenges for financial services professionals involved in customer or client advisory has been ensuring a smooth digital migration – and that consumers are adequately served via video conferencing solutions.

Now that the industry has largely adjusted to this ‘new normal’, it is time for those across the retail, private banking, and insurance sectors to think about how to further upscale their online customer journey, client service, and Know-Your-Customer (KYC) processes, by adopting an innovative, omnichannel, digital customer engagement solution.

By providing easier online access to financial guidance and advice for existing clientele, financial players assume a more customer-centric approach, which can result in improved customer retention, increased revenues, and maintenance of market share.

Download this Finextra impact study to learn more.

  1. Private Banking in Belgium
    Case Study

    Private Banking in Belgium

    A leading private bank in Belgium implemented Unblu co-browsing to augment the way advisors sell products through their banking websites.

  2. SZKB - Supporting local customers with their financial goals
    Case Study

    SZKB - Supporting local customers with their financial goals

    Discover how SZKB and 80% of Swiss Cantonal Banks are using Unblu co-browsing solutions to enable call center agents to increase efficiency and quality of service.

  3. Pax Insurance - Enhancing Hybrid Consulting
    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.

  4. The 2022 Digital Wealth Management Outlook
    Whitepaper

    The 2022 Digital Wealth Management Outlook

    Based on observations, events and stats from the forefront of private banking, Unblu’s 2022 Digital Wealth Management Outlook offers a roadmap to help strategists and executives orient their teams in uncharted territory.

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