Digital advisory that reflects your traditional service excellence

Increase productivity, improve satisfaction, and drive AUM growth with an enhanced digital client experience.

Now is the time to invest in AI-powered solutions

The wealth management industry is evolving fast – and AI is at the center of this transformation.

Here’s why now is the time to act.

New generational expectations

81% of new-generation HNWIs plan to switch WM firms
Capgemini

Competition is mounting

As a result, 34% of CEOs believe that an average competitor will be out of business within three years if they don’t innovate.
PwC

Shrinking margins

Regulatory pressure and fee transparency are making it harder to stand out on price, while firms are also “facing more competition for control of a slower-growing pie of assets.”
PwC

More innovative insights

HNWIs want diverse investment opportunities. AI-powered tools offer “first-hand insights to properly evaluate opportunities that guide and manage investment strategies”
Forbes

AI in action: What you unlock with AI

Faster, smarter meetings
Proactive client engagement
Real-time, tailored insights
Efficient communication
Up-to-date client profiles
Cross-sell opportunities

Unblu fits into your current ecosystem thanks to our partner institutions

Increase productivity

Increase front office productivity by 25% through a mix of messaging services and AI-powered support.

Watch the video

Improve client satisfaction

Increase the time you spend with clients by 5–10% to deliver a positive advisory experience that exceeds expectations.

Watch the video

Drive AUM growth

Improved productivity, more frequent meetings, and focused client interactions improves your ability to scale AUM growth.

Watch the video

As the market upswing unfolds, the time has come for wealth management firms to dive deep into clients’ evolving behavior and expectations, and to prioritize meaningful and timely engagements.