The wealth management industry has an ever-evolving relationship with technological transformation. It is simply impossible for firms or other financial institutions to ignore their digital strategy, given that Generative AI and LLMs are proving better than humans when it comes to efficiency, reliability, and other advisory-related tasks.

This is an adaptation of the article “We tried out the chat with a banker directly in the banking app. How does it work?” by Roman Calik from TECHBOX magazine. You can find the original here.

The Advisor Workbench can transform operational efficiency for retail banks. Here are our top 10 tools for customer service agents

Capgemini’s World Report Series 2025 estimates that $83.5 trillion will move to Gen X, Millennials, and Gen Z by 2048. Along with it comes new digital-first service expectations, and a rising dissatisfaction with firms that haven’t adapted.

Explore 5 future trends set to reshape digital banking in 2025, including AI, automation, and CX innovation that will define the next era of financial services.

Customer experience trends allow banks to better focus their digital transformation journeys. Here’s what’s important

The World Report Series 2025 by Capgemini represents one of the most extensive and consequential pieces of research for the wealth management industry in recent years.

At Unblu, we take pride in working closely with our customers to deliver tailored results that align with each institution’s specific objectives. When our customers’ projects mature and bear fruit, we celebrate – and share – the success they experience.  One recent example of this is Tatra banka,  the 3rd biggest bank in Slovakia ,

Explore top banking customer service strategies backed by real success stories and data on omnichannel experiences, agent empowerment, and tech-driven CX.

Digital banking statistics are showing a back and forth between challenges and opportunities