January 26, 2022
Beyond physical face-to-face: the financial advisor tech stack for compliant hybrid work
Today, hybrid work is the new normal for wealth management. The challenge? Building engagement platforms that are both compliant and customer-centric.
April 20, 2021
How to develop a truly digital customer-centric financial organization
What does it mean to put the customer first in today’s world? Here’s how to humanize the customer experience and foster trust in financial services.
November 18, 2020
UnbluTalk with Olga Miler: Reinventing trust in a digital world
Do customers trust banks? Join Unblu's COO, Jens Rabe in conversation with Olga Miler, Co-Founder & CEO of SmartPurse to find out.
July 30, 2020
¿Qué es la banca omnicanal? Ventajas y retos para los servicios financieros
A medida que la digitalización se vuelve la norma, la banca omnicanal ofrece el punto medio perfecto entre la banca online y los servicios presenciales tradicionales.
July 23, 2020
Interview: The Wealth Management Sector’s Past, Present and Future
Our CEO's most recent interview, looking at the wealth management sector’s past, present and future. See this week’s top picks from the interview.
May 4, 2020
¿Para qué se usan los chatbots? 7 ejemplos de la vida cotidiana
Los chatbots pueden simular una conversación humana e interactuar con los clientes, guiarlos hasta la información adecuada y responder a sus consultas.
January 10, 2020
Digitization in banking: why are digital banking services needed?
Customers are loyal to banks that offer them a seamless, pleasurable, and personal service which explains the desire for an omnichannel experience.
October 23, 2019
How does live chat work in financial services
Technology combined with human expertise can help financial institutions deliver a world-class customer service. Live chat is a primary example.
October 18, 2019
Why is change so hard? How to make digital transformations easier on staff
Digital technology can improve efficiency and ensure a better customer experience. But it's just one piece of the puzzle.
October 15, 2019
Qué es el chat por vídeo: 5 ventajas clave en la banca digital
El chat por vídeo es el vídeo online aplicado a la banca conversacional y hace las interacciones entre clientes y bancos más personales y ágiles.
September 18, 2019
Live Chat for Sales: Tips to Improve Sales in Financial Services
Discover our tips for Live Chat for sales and get more qualified leads and increase conversions rates in financial institutions.
September 11, 2019
Buenas prácticas de chat online para la banca
El servicio de atención al cliente depende de una comunicación eficaz entre agente y cliente. Live Chat permite a los visitantes comunicarse con su banco cuando quieran.
The 3 essential decisions you must make to launch a successful chat program
