Customer Collaboration
Wealth Advisory
Branch Networks
May 15, 2024
Do AI financial advisors have a place in the future of advisory?
AI financial advisors are all the rage – but what are their limitations and how should wealth management firms respond?
May 2, 2024
Unblu brings Unblu Spark to IBM Cloud for Financial Services
Unblu brings Unblu Spark to IBM Cloud for Financial Services; Helps Enterprises Deliver Meaningful Customer Conversations
April 2, 2024
Digital receptions: The technology to unlock branch expansion
Learn how digital receptions are transforming retail banking branches, driving efficiency and client satisfaction.
February 14, 2024
Avoiding customer service fallout during an ebanking migration
Strong customer service will aid a successful ebanking migration project – and protect a bank’s reputation if something goes wrong.
December 12, 2023
How should Swiss banks respond to the SBA’s “Memorandum of Understanding”?
With the SBA’s “Memorandum of Understanding” that promises to introduce multibanking to Switzerland, banks based in the country need to take action.
November 16, 2023
Generative AI will take banking service chatbots to the next level
Chatbots have sometimes had mixed receptions from users. But can new advances in AI thanks to GPT change this and deliver the service customers want?
November 2, 2023
Secure messaging: The key to wealth management client engagement
Client engagement is one of the principal markers of success in a wealth management context. But how do you increase client-advisor contact?
May 22, 2023
Reinventing the role of the financial advisor (ft. real case)
Financial advisor client engagement is more difficult to achieve than ever before – requiring a complete rethink of the nature of the role.
December 20, 2022
How Co-Browsing helps the investor – and the advisor
High-touch Co-Browsing software enhances the relationship between investors and advisors at every stage of the client journey.
December 13, 2022
Is digital transformation within banks’ control?
Despite the undeniable need to innovate, some banks and financial institutions are still lagging behind. Is digital transformation within banks’ control?
November 17, 2022
9 chatbot trends that are transforming digital banking
Chatbot technology can transform the financial services industry – provided it’s leveraged properly. Here’s what we can learn from the trends.
October 11, 2022
Live chat: what is it and why it’s important in banking
Live chat enhances customer service with powerful tech, building better relationships with your customers in a secure communication environment.
The 3 essential decisions you must make to launch a successful chat program
