Customer Collaboration
Wealth Advisory
Branch Networks
September 3, 2020
Omnichannel banking best practices to enhance your customer service
Omnichannel banking offers the ease of digital tools while making space for human interactions that make customers feel safe and secure.
August 19, 2020
How to use Unblu co-browsing to ease retail banking customer service
Adopting digital solutions allows banks to reduce customer support time and costs, giving customers more flexibility to interact with their banks.
August 11, 2020
Chatbot use cases: what bots can do in insurance services
Insurers need to embrace a hybrid digital experience that merges chatbot technology with human-operated digital channels.
July 22, 2020
Why focusing on customer touchpoints diminishes a winning banking customer experience
By adopting a more customer-centric viewpoint, banks can envisage the journey as a whole and create a more positive, efficient experience.
July 6, 2020
How to take mortgage applications to the next level with Unblu secure Video Chat
Learn about using Unblu on your website to improve mortgage inquiry customer experiences with the help of video chat and co-browsing features.
June 16, 2020
Best signature software for digital banking and insurance
To be secure and compliant, electronic signature software must meet with ESIGN and UETA requirements.
May 26, 2020
Customer service communication tips for financial services
A world-class customer service is essential to deliver a personalized experience and build a trusting relationship with banking customers.
April 23, 2020
Digital banking transformation in the times of COVID-19
Digital transformation isn’t just about automating and going virtual. It’s about offering customers a choice with strong banks that can adapt to change.
January 17, 2020
How do chatbots work in financial services
Chatbots in financial services can make customer processes faster, offering a starting point for advice on complex issues like mortgages and insurance.
December 18, 2019
Do you know what your insurance agent wants for Christmas?
My friend’s mom is choosing a Christmas present for her insurance agent. What turned her difficult situation into a personal relationship?
November 29, 2019
Chatbots vs live chat for customer service
As banks become more digital, customers still value chatting with a human agent. Opt for a hybrid experience by merging chatbots with a live chat solution.
June 25, 2019
A Hybrid Approach to Financial Planning: What’s the Right Mix?
What should be automated by robo-assisted services and what should be left for human expertise? Learn more about hybrid advisory to better serve clients.
The 3 essential decisions you must make to launch a successful chat program
