Blog posts from Danny Baggs

April 24, 2024

Why omnichannel customer service should be a strategic priority

Investments in customer service don’t always achieve the desired results. Here’s why you may be throwing money down the drain.

September 12, 2023

Digital interaction for stronger client relationships with Unblu

Danny Baggs

Unblu’s conversational platform empowers wealth management firms to strengthen client relationships by delivering an outstanding service experience.

June 5, 2023

Wealth managers should embrace their AI sidekick

Danny Baggs

Explore why wealth managers should leverage AI tools to improve decision-making and client service.

May 29, 2023

Are you prepared for the upcoming consumer duty deadlines?

Danny Baggs

Upcoming customer duty deadlines require communicating clearly with clients and ensuring they understand. How is your firm evidencing this?

April 3, 2023

Wealth & relationship managers should prioritise secure messaging in 2023

Danny Baggs

Secure Messenger used correctly is a power tool to engage with Wealth clients and grow AUM.

February 28, 2023

Client-centricity in wealth management communications: An Interview with Unblu’s Danny Baggs

Danny Baggs

Discover how client-centricity is reshaping wealth management communication strategies. Improve client relationships.

October 21, 2022

Where Compliance Meets Convenience in Advisory Communications

Danny Baggs

Within the financial services sector, it would be fair to say that the words compliance and convenience are not often associated with each other.

June 9, 2022

Unblu at the Building Societies Annual Conference 2022: Event round-up

Danny Baggs

Unblu will be an exhibitor at the Building Societies Annual Conference. We look forward to discussing current challenges around member experience.

February 9, 2022

The Video Meeting Fallacy: Why video alone isn't enough

Danny Baggs

As the pandemic shook up every aspect of working life, the urgency of digital transformation rapidly accelerated.

November 29, 2021

The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities

Danny Baggs

COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.

July 15, 2021

How to develop digital banking capabilities for the whole customer journey

Danny Baggs

How financial organizations can meet customer expectations at every stage of the customer lifestyle with different digital touchpoints and channels.

May 31, 2021

The customer-centric path towards mortgage lending

Danny Baggs

Customers need to trust their mortgage lenders. How can you deliver convenient and personal mortgage advice that wins trust and boosts sales?