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Category: Customer Experience

Mid-year review: Assessing your customer service performance in 2024

How are your customer service initiatives progressing in 2024? Take some time to examine key focus areas.
Co-Browsing, Customer Experience, Retail Banking

Bank branch automation means more access to human support – not less

Modern technology should serve to enhance human connection in bank branches. Here’s how.
Customer Experience, Customer service, Retail Banking, Unblu Branch

Drive customer loyalty in banking through service excellence

Customer loyalty is built through support that drives an emotional connection. How can banks achieve this?
Co-Browsing, Customer Experience, Customer service

Reinforce your banking acquisition strategy with strong customer service

Ensure your banking ideas to get new customers perform by improving your customer service experience.
Chatbots, Conversational Banking, Customer Experience

Artificial intelligence in wealth management is also for advisors

Artificial intelligence works as part of a larger journey to boost efficiency and increase client collaboration.
Chatbots, Conversational Banking, Customer Experience, Wealth Management

Deflect yet still serve: The value of Conversational AI in customer service

Deflection isn’t simply about giving agents room to breathe. It also provides a higher quality of service.
Chatbots, Conversational Banking, Customer Experience, Live Chat

Consistency is key: Ways to improve customer service in banks

Customer service in banking requires consistent service across all touchpoints. Here’s what you need to know.
Conversational Banking, Customer Experience, Digital Advisory

What trends are defining the wealth management industry?

What do advisors need to focus on in 2024? Discover the most wealth management trends that are defining the digital wealth management landscape.
Customer Experience, Digital Transformation, Wealth Management

How to get clients as a financial advisor – and keep them

For financial advisors, attracting and retaining clients is a significant ongoing challenge. What steps can they take to secure long-term relationships?
Conversational Banking, Customer Experience, Digital Advisory, Wealth Management

PostFinance: The road to conversational maturity with a long-term Unblu customer

Our partnership with PostFinance has been growing since 2016. Discover our story so far.
Conversational Banking, Customer Experience, Digital Transformation, Live Chat, Retail Banking
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