Revolutionizing the advisory experience

His Goals

As the Head of Advisory, Alex oversees strategic planning and execution of investment advisory services, leading a team of advisors to optimize client portfolios and achieve financial goals. This involves:

• Build lasting relationships with clients through personalized advice
• Maximizing conversions and boosting AUM growth over time
• Maintain compliance standards to safeguard the firm’s reputation and client assets

Barriers to success

• Maintain compliance standards to safeguard the firm’s reputation and client assets
• Manual processes consume much of his team’s time
• Differentiating the companies’ service from the competition and disruptors

Maximize quality advisor time

Cut down on time-consuming admin tasks by benefiting from a centralized platform for all interactions with the clients

Secure and compliant conversations

Unblu adheres to rigorous standards and ensures your interactions are recorded in a secure environment

Her goals

As the Relationship Manager, Rebecca’s goal is to build lasting relationships with her clients by growing their wealth and being their go-to in financial matters. This involves:

• Achieve financial KPIs and contribute to the bank’s revenue growth
• Help high net-worth clients grow and protect their wealth
• Provide holistic financial solutions

Barriers to success

• Insuring all interactions meet regulatory compliance
• Handling paperwork due to regulation and limited digitalization
• Spending too much time on administrative tasks
• Managing emotionally challenging situations when clients are upset

In-person experience digitally

Whether it’s an ad-hoc call or scheduled meeting, level up the experience with collaboration tools such as co-browsing and whiteboarding

Enhance advisors’ skills

Unblu’s Conversational AI can quickly comprehend client inquiries and provide financial advisors with accurate recommendations