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Whitepaper

The Role of the Financial Advisor

Facing MiFID II Challenges and Bridging Customer Disconnect

Clients have made it clear: they want banks to guide them in their future decisions and provide personalized, meaningful advice. These growing customer expectations are happening against a backdrop of sweeping changes in regulations. These two factors will shape the future of the industry. Digital tools can help banks revitalize the customer experience into something truly relevant while fulfilling compliance requirements.  

Unblu resolves these two issues with ease and simplicity. The software’s features fulfill these new levels of transparency for regulators while bridging the satisfaction gap between a client and an advisor. When a client and their advisor can see one another in real time, share documents, and communicate naturally via text, their interactions become a lot more genuine and relevant. The relationship improves and the quality of the client’s experience increases exponentially. Find out more about how Unblu is helping banks transform their customer experience and fulfill their compliance requirements.

 
  1. Women and Wealth
    Whitepaper

    Women and Wealth

    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.

  2. Digital banking transformation: moving towards an omnichannel reality
    Report

    Digital banking transformation: moving towards an omnichannel reality

    An omnichannel digital strategy is the cornerstone of flexible, engaging, and effective customer service. Learn how financial organizations are undertaking and implementing digital transformation today.

  3. Millennial wealth: how to prepare for imminent change
    Whitepaper

    Millennial wealth: how to prepare for imminent change

    Millennial’s inheritance from Baby Boomers will constitute the largest wealth transfer in history. Discover how to build a value proposition that engages this younger generation.

  4. Humanize your Digital Customer Service
    Whitepaper

    Humanize your Digital Customer Service

    Taking care of financial matters is becoming more connected and online. While this technological progress brings greater efficiency, are we in danger of losing the important human element of empathy?

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