May 25, 2021
Los CPI en la banca digital: evalúa el rendimiento de tu organización con los ojos del cliente
Adoptar los CPI puede poner la orientación al cliente en el centro de tu negocio de banca digital. Ayuda a tu organización a garantizar que las necesidades del cliente van primero.
March 10, 2021
Wealth management: how women invest differently than men
Women represent a powerful demographic. 80% of global purchasing decisions are already taken or influenced by women – and their influence is set to grow.
March 4, 2021
How to better advise women: opportunities for wealth managers
The influence of female consumers in the financial sector is growing—but capturing a share of this market will require efforts from financial institutions.
February 24, 2021
Why consumer video conferencing apps are not the solution for financial firms
Security is the highest priority in finance. But common internal collaboration tools – while convenient – cannot be relied on to protect personal data.
February 18, 2021
Video meeting solutions during the COVID-19: Have they missed the true needs of customers?
Video chat has boomed in popularity with global lockdown. But embracing digital isn’t just about greater speed and efficiency.
December 10, 2020
How to use Unblu for conversational customer support
Learn how to integrate conversational banking tools to elevate the quality of your customer services—all while reducing costs.
November 10, 2020
Stop advising like a Boomer by stepping into the shoes of Millennials
A workforce that is out of touch with the demands of Millennials is holding financial services back from engaging this powerful segment of the population.
October 7, 2020
¿Qué es la banca conversacional? Ventajas y cómo usarla.
La banca conversacional abarca una amplia gama de herramientas digitales que priorizan la interacción con el cliente y fomentan conversaciones productivas entre cliente y agente.
September 22, 2020
Financial services for Millennials: 5 customer service tips
Financial services should follow future-forward practices that factor in the demands of Millennials.
September 3, 2020
Buenas prácticas de banca omnicanal para mejorar tu atención al cliente
La banca omnicanal ofrece la comodidad de las herramientas digitales y deja espacio para las interacciones humanas que hacen que los clientes se sientan seguros y protegidos.
August 19, 2020
How to use Unblu co-browsing to ease retail banking customer service
Adopting digital solutions allows banks to reduce customer support time and costs, giving customers more flexibility to interact with their banks.
August 11, 2020
Casos de uso de chatbots: qué pueden hacer los bots en los servicios de seguros
Las aseguradoras necesitan una experiencia digital híbrida que combine la tecnología de chatbots con canales digitales atendidos por personas.
The 3 essential decisions you must make to launch a successful chat program
