Customer Collaboration
Wealth Advisory
Branch Networks
April 5, 2022
Fusing tech-powered CX with trust in financial services: Insights from the latest Unblu/FTAdviser webinar
As customer expectations continue to soar in financial services, it is digital disruptors who are leading the way.
January 26, 2022
Beyond physical face-to-face: the financial advisor tech stack for compliant hybrid work
Today, hybrid work is the new normal for wealth management. The challenge? Building engagement platforms that are both compliant and customer-centric.
April 20, 2021
How to develop a truly digital customer-centric financial organization
What does it mean to put the customer first in today’s world? Here’s how to humanize the customer experience and foster trust in financial services.
November 18, 2020
UnbluTalk with Olga Miler: Reinventing trust in a digital world
Do customers trust banks? Join Unblu's COO, Jens Rabe in conversation with Olga Miler, Co-Founder & CEO of SmartPurse to find out.
July 30, 2020
What is omnichannel banking? Benefits and challenges for financial services
As digitalization becomes the norm, omnichannel banking offers the perfect middle ground between online banking and traditional in-person services.
July 23, 2020
Interview: The Wealth Management Sector’s Past, Present and Future
Our CEO's most recent interview, looking at the wealth management sector’s past, present and future. See this week’s top picks from the interview.
May 4, 2020
What are chatbots used for? 7 examples in everyday life
Chatbots are able to stimulate human conversation and interact with clients, guide them to the right information and answer queries.
January 10, 2020
Digitization in banking: why are digital banking services needed?
Customers are loyal to banks that offer them a seamless, pleasurable, and personal service which explains the desire for an omnichannel experience.
October 23, 2019
How does live chat work in financial services
Technology combined with human expertise can help financial institutions deliver a world-class customer service. Live chat is a primary example.
October 18, 2019
Why is change so hard? How to make digital transformations easier on staff
Digital technology can improve efficiency and ensure a better customer experience. But it's just one piece of the puzzle.
October 15, 2019
What is Video Chat: Top 5 Benefits in Digital Banking
Video chat is online video for conversational banking, making interactions between customers and banks more personal and streamlined.
September 18, 2019
Live Chat for Sales: Tips to Improve Sales in Financial Services
Discover our tips for Live Chat for sales and get more qualified leads and increase conversions rates in financial institutions.
The 3 essential decisions you must make to launch a successful chat program
