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 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 ,

Secure messaging eliminates risk and creates trust – while providing customers with extra convenience.

What do clients want? Here are our top five nuggets of advice to win prospective clients and keep them.

Discover an engagement platform that helps banks and credit unions to enhance customer relationships over digital channels and beyond

There are many vulnerabilities associated with email channels. Protect your clients with secure messaging apps.

As growth slows, it’s becoming harder to retain clients. The wealth management firms that succeed are those that can cultivate a strong sense of trust.

Convenience vs. compliance – secure instant messaging shouldn't be one or the other in the financial services industry.