Blog posts from Javier Puga

July 2, 2024

Deflect yet still serve: The value of Conversational AI in customer service

Javier Puga

Deflection isn’t simply about giving agents room to breathe. It also provides a higher quality of service.

June 27, 2024

Consistency is key: Ways to improve customer service in banks

Javier Puga

Customer service in banking requires consistent service across all touchpoints. Here’s what you need to know.

May 30, 2024

How to get clients as a financial advisor – and keep them

Javier Puga

For financial advisors, attracting and retaining clients is a significant ongoing challenge. What steps can they take to secure long-term relationships?

March 19, 2024

Launching a new ebanking app? Facilitate adoption with Co-Apping

Javier Puga

Updating or launching a new ebanking app? Help customers to get the most out of it by guiding them with Unblu Co-Apping.

March 13, 2024

Can bank branches ensure customer service excellence and remain viable?

Javier Puga

Bank branches offer unique value for customer service during key moments. But they need to transform to remain financially viable.

March 5, 2024

How to improve customer engagement in banking

Javier Puga

Strong customer experiences lead to larger purchases – provided you engage them at the right time.

February 22, 2024

Wealth apps: Improving the digital experience for your wealth management clients

Javier Puga

Apps are an essential aspect of the modern wealth management digital experience. How can you leverage them to provide the best service?

February 8, 2024

Customer retention strategies for banks – what works?

Javier Puga

There are two sides to customer growth: acquisition and retention. How do banks reduce churn to empower growth?

January 11, 2024

Building trust is essential to retain wealth management clients

Javier Puga

As growth slows, it’s becoming harder to retain clients. The wealth management firms that succeed are those that can cultivate a strong sense of trust.

January 9, 2024

Mobile Co-Browsing: What is it and how does it benefit banks?

Javier Puga

Mobile Co-Browsing or Co-Apping is emerging as a key tool for app-to-app customer service collaboration. But what exactly is it?

November 30, 2023

Turning customer support excellence into sales opportunities for retail banking

Javier Puga

Customer service is vital in the financial services industry, allowing retail banks or credit unions to capitalize on upsell or cross sell opportunities.

November 9, 2023

What can banks do to improve customer acquisition and retention?

Javier Puga

There is a substantial challenge involved in achieving sustainable customer acquisition at a reasonable cost. What works for retail banks?