Revolutionizing the advisory experience
Strong relationships ensure long-term success. Unblu helps wealth managers build trust and grow assets over time with enhanced digital service capabilities.
Empower the people who deliver an expert advisory service
Meet Advisor Alex
Head of Advisory
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
How Unblu helps Alex in his role
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
Meet Relationship Rebecca
Relationship Manager
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
How Unblu helps Rebecca in her role
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
Advisory excellence in every context
Unblu’s digital interaction tools have been shown to boost advisory excellence and strengthen advisor-client relationships in…
Retail Banking
Corporate Banking
Insurance