Unblu for Private Banking and Wealth Management

Deliver an experience that drives revenue

In this guide, you will learn about:

Discover why experience matters in a wealth management context and how it opens the door to more profitable relationships.

Explore the Unblu features including secure messaging, Co-Browsing, and video & voice that can help you to build stronger relationships.

Find out why having Unblu brings added value that will help you excel in the long term.

Whitepaper

The 2023 Retail Banking Trends

Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the coming year?
Case Study

Leveraging Unblu to increase product conversion

Specializing in universal banking services for companies and private individuals, Raiffeisenbank serves over 1,400,000 retail customers. To maintain their reputation as excellent digital service providers, the bank wanted to reduce the strain on their contact centers’ traditional channels – and maximize conversions.
Overcoming Regulatory Barriers to Enhance Client Interaction

How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.
Whitepaper

Digital banking, done right

No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you?

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