Fact Sheet

Unblu 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. Take the pain out of claims
    Whitepaper

    Take the pain out of claims

    Within this whitepaper, you will find out how the right blend of convenience and personalized human interaction will provide your customers with the reassurance they seek and a positive experience they desire.

  2. Unblu Secure Text Messaging: the ultimate guide
    Fact Sheet

    Unblu Secure Text Messaging: the ultimate guide

    Secure Messenger is part of the Unblu suite and is a natural expansion of the pervasive chatting experience.

  3. Beyond Bots: Real Conversations for a Meaningful Customer Experience
    Whitepaper

    Beyond Bots: Real Conversations for a Meaningful Customer Experience

    Customers want convenience and practicality, but they also want personal interaction. They want to ask questions and they want the expertise of a trusted advisor. Quite simply, they want to talk to a real person.

  4. The Role of the Financial Advisor
    Fact Sheet

    The Role of the Financial Advisor

    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.

See all Downloads

Stay in touch