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Whitepaper

Women and Wealth

How to advise female investors on their terms

Women constitute half the planet’s population. This makes them a powerful—albeit diverse—demographic. 80% of global purchasing decisions are already taken or influenced by women and their power is only set to grow. 

The current advisory model is not working for women. Major obstacles include a lack of trust in a male-dominant industry, an impersonal one-size-fits-all approach to advisory services, and an increase in disruptive competitors. 

Financial providers will need to implement significant changes if they are to win the attention and loyalty of this segment of the population.

Download our free 16-page whitepaper to understand:

  • Who this demographic is and what do they want?
  • What challenges do women’s expectations pose for providers?
  • How can financial firms better serve women?
  • What digital tools are needed to deliver value to women’s customer journey?
     
  1. Client support and service via Live Chat and WhatsApp
    Case Study

    Client support and service via Live Chat and WhatsApp

    Acting as the main client service interface for Swiss Post agents, Unblu enables diverse means of engagement through either embedded features or dedicated APIs. The implementation of WhatsApp marks the latest milestone in this ongoing project, which also includes phone support, live chat, and written requests.

  2. 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.

  3. Supporting local customers with their financial goals
    Case Study

    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.

  4. 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.

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