Blog posts from Javier Puga

September 27, 2021

Innovative digital experiences disrupting the financial landscape

Javier Puga

How service delivery in the banking industry is being radically transformed by new providers offering game-changing digital experiences.

August 19, 2021

How to create high-touch digital experiences for Credit Union members using co-browsing

Javier Puga

How using Unblu’s co-browsing tool could create more productive conversations with credit union members and enhance the digital experience.

June 29, 2021

Digital banking transformation: why few banks master digital banking

Javier Puga

Why overcoming organizational disconnect and focusing on the entire customer journey are the keys to successful digital transformation.

May 25, 2021

CPIs in digital banking: evaluate your organization’s performance through the customer’s eyes

Javier Puga

Adopting CPIs could put customer-centricity at the core of your digital banking business. Help your organization ensure that customer needs come first.

March 10, 2021

Wealth management: how women invest differently than men

Javier Puga

Women represent a powerful demographic. 80% of global purchasing decisions are already taken or influenced by women – and their influence is set to grow.

March 4, 2021

How to better advise women: opportunities for wealth managers

Javier Puga

The influence of female consumers in the financial sector is growing—but capturing a share of this market will require efforts from financial institutions.

February 24, 2021

Why consumer video conferencing apps are not the solution for financial firms

Javier Puga

Security is the highest priority in finance. But common internal collaboration tools – while convenient – cannot be relied on to protect personal data.

February 18, 2021

Video meeting solutions during the COVID-19: Have they missed the true needs of customers?

Javier Puga

Video chat has boomed in popularity with global lockdown. But embracing digital isn’t just about greater speed and efficiency.

December 10, 2020

How to use Unblu for conversational customer support

Javier Puga

Learn how to integrate conversational banking tools to elevate the quality of your customer services—all while reducing costs.

November 10, 2020

Stop advising like a Boomer by stepping into the shoes of Millennials

Javier Puga

A workforce that is out of touch with the demands of Millennials is holding financial services back from engaging this powerful segment of the population.

October 7, 2020

What is conversational banking? Benefits and how to use it.

Javier Puga

Conversational banking involves a diverse range of digital tools that prioritize customer engagement and promote productive client-agent conversations.

September 22, 2020

Financial services for Millennials: 5 customer service tips

Javier Puga

Financial services should follow future-forward practices that factor in the demands of Millennials.