Where Compliance Meets Convenience in Advisory Communications
Within the financial services sector, it would be fair to say that the words compliance and convenience are not often associated with each other.
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.
How to optimize an insurance customer journey for digital sales
Outstanding customer journeys leverage multiple digital channels, from sales to support. This is what a multi-access insurance experience looks like.
Top 10 call center KPIs in digital banking (and how to improve them)
There are multiple ways of measuring customer satisfaction and team performance—including call center KPIs like abandonment rate, service level, or NPS.
Swiss Post takes a leap forward by enabling clients to receive support via WhatsApp
Swiss Post has been working with Unblu to deploy a new means of client engagement and support. Find out what this means for you.
Unblu at the Building Societies Annual Conference 2022: Event round-up
Unblu will be an exhibitor at the Building Societies Annual Conference. We look forward to discussing current challenges around member experience.
Wealth firms should invest in hybrid CX to stay ahead of the curve
Unblu’s Wealth Management Outlook traces the emergence of a new industry landscape. Discover what's defining the direction of the sector in 2022.
The digital trends and tech disrupting the insurance industry
Digital transformation starts with knowing the tech, and knowing your audience. Here’s our roadmap of the digital trends in the insurance industry.
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.
How can banks stay human as they go digital?
We now have endless ways to deliver convenience and efficiency – but how can banks ensure the human elements of customer relationships are not lost?
What can banking and insurance learn from omnichannel strategies from the online retail industry?
Overlooking a “bad” step within a client journey can easily negate the efforts and investments made on more profitable ones.
The Video Meeting Fallacy: Why video alone isn't enough
As the pandemic shook up every aspect of working life, the urgency of digital transformation rapidly accelerated.
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.
Innovative digital experiences disrupting the insurance landscape
Digital is disrupting insurance—from virtual customer experiences to everyday industry processes. Here are the customer experience strategies to watch.
The impact of COVID-19 in the wealth industry: mistakes, lessons and opportunities
COVID-19’s impact in the wealth industry demanded client-advisor relations go digital. The new standard? Multiple touchpoints for unique client needs.
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