Customer Collaboration
Wealth Advisory
Branch Networks
September 11, 2019
Live Chat for Banking Best Practices
Customer service relies on effective communication between agent and client. Live Chat allows visitors to communicate with their bank whenever they want.
August 30, 2019
Types of Video Chat to Improve Customer Experience in Banks
Video chat has transformed how financial institutions deliver customer service—whether it occurs on a phone, via computer, or enhanced with co-browsing.
August 13, 2019
Video Chat: How Does it Work in Financial Services?
Video chat allows advisors to connect with customers face-to-face, making interactions more personal and streamlined to accelerate the sales process.
July 30, 2019
Private Banking proposition: Interview with our COO
We sat down with The Wealth Mosaic, who came all the way over to Switzerland in order to get the ultimate and up-to-date insight of Unblu.
June 3, 2019
How to make seamless journeys a reality: the hybrid approach
Customers use more than six channels on average to keep in touch with their bank. But they still want human help. Here's how to strike the right balance.
March 4, 2019
The benefits of building a customer-centric bank with purpose
Banks must reconnect with the community they serve. Discover the benefits of building a customer-centric bank with a cause at the core.
January 31, 2019
Is technology making your customer experience more human?
In banking, customer experience is everything. How do we balance the convenience of digital with the need for human interaction?
November 26, 2018
The Best is Yet to Come: Insurers move forward with transformation
For a long time the risk-averse insurance industry had no compelling reason to change. But customers have changed – and so have their demands.
November 14, 2018
Join the Discussion: how our partner GFT is reshaping the customer experience with exponential technology.
The Unblu-GFT partnership enables financial services to leverage exponential technology in reshaping the bank-customer experience.
October 23, 2018
Investing in Digital Transformation? How about transforming culture?
Digital transformation is also about changing behaviors and attitudes among employees. They will bring the technology to life – keep them front of mind.
October 3, 2018
In Pursuit of Loyalty in Financial Services
Loyalty is gained through the strength of a bank's everyday customer experience. Here's how you should foster it.
September 7, 2018
The ROI of Customer Satisfaction: It’s time to align with customer values
Transforming the customer experience is a huge commitment for a bank. How can we estimate the economic benefits of a satisfied customer?
The 3 essential decisions you must make to launch a successful chat program