Digital advisory that reflects your traditional service excellence
Increase productivity, improve satisfaction, and drive AUM growth with an enhanced digital client experience.
Now is the time to invest in AI-powered solutions
The wealth management industry is evolving fast – and AI is at the center of this transformation.
Here’s why now is the time to act.
New generational expectations
81% of new-generation HNWIs plan to switch WM firms
Capgemini
Competition is mounting
As a result, 34% of CEOs believe that an average competitor will be out of business within three years if they don’t innovate.
PwC
Shrinking margins
Regulatory pressure and fee transparency are making it harder to stand out on price, while firms are also “facing more competition for control of a slower-growing pie of assets.”
PwC
More innovative insights
HNWIs want diverse investment opportunities. AI-powered tools offer “first-hand insights to properly evaluate opportunities that guide and manage investment strategies”
Forbes
AI in action: What you unlock with AI
Efficient communication
Up-to-date client profiles
Cross-sell opportunities
Faster, smarter meetings
Proactive client engagement
Real-time, tailored insights
Unblu fits into your current ecosystem thanks to our partner institutions
Increase productivity
Increase front office productivity by 25% through a mix of messaging services and AI-powered support.
Improve client satisfaction
Increase the time you spend with clients by 5–10% to deliver a positive advisory experience that exceeds expectations.
Drive AUM growth
Improved productivity, more frequent meetings, and focused client interactions improves your ability to scale AUM growth.
As the market upswing unfolds, the time has come for wealth management firms to dive deep into clients’ evolving behavior and expectations, and to prioritize meaningful and timely engagements.
Anirban Bose
Financial Services Strategic Business Unit CEO & Group Executive Board Member, Capgemini
Empowering the Wealth Advisor of today with AI
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