Artificial intelligence works as part of a larger journey to boost efficiency and increase client collaboration.

What do advisors need to focus on in 2024? Discover the most wealth management trends that are defining the digital wealth management landscape.

For financial advisors, attracting and retaining clients is a significant ongoing challenge. What steps can they take to secure long-term relationships?

Apps are an essential aspect of the modern wealth management digital experience. How can you leverage them to provide the best service?

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.

Client engagement is one of the principal markers of success in a wealth management context. But how do you increase client-advisor contact?

Unblu’s conversational platform empowers wealth management firms to strengthen client relationships by delivering an outstanding service experience.

The 2023 EY Global Wealth Management Research Report, “When volatility causes complexity, how can wealth managers create opportunity?” draws its insights from a sample of 2,600 investors across generations, geographies, and wealth segments.  The report, which you can find here, paints a picture of the current wealth landscape, including challenges, client expectations, and ways to

Sometimes, I like thinking that AI stands for Assisted Intelligence and not Artificial Intelligence. It helps me think about how all these mind-blowing advancements in generative AI could and should be best used. It is common to come across people who are concerned about the risk of AI replacing a human role. This is not

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