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Fact Sheet

Unblu Conversational Solutions for Brokers

Maintain Client Trust and Loyalty
in the Transition to Digital

Your clients will advocate for your service if you give them a smooth digital experience. Now is the time to assess how you deliver your service digitally.

Find out within this fact sheet about:

 

  • How Unblu helps you deliver a superior advisory experience over digital channels.
  • Why you need to focus on digital now.
  • Planning digital solutions strategically - avoid "band-aid" solutions in the current climate.

 

Maintain and build upon the trust and loyalty you've developed in your client relationships and please them with a digital experience that is convenient and personal.

  1. 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.

  2. The 2022 Digital Wealth Management Outlook
    Report

    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.

  3. Thinking outside the bots
    Whitepaper

    Thinking outside the bots

    Customers definitely want the convenience of digital and omnichannel banking, but they also want personal interaction.

  4. The State of Digital Banking 2022
    Whitepaper

    The State of Digital Banking 2022

    Learn what banks are doing, what they’re not doing, and identify the opportunities for future-proofing your organization’s offering.

See all Resources library

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