Interaction Management Hub
Document Collaboration
Video & Voice
Conversational AI
Co-Browsing
Unblu Branch
Secure Messenger
Co-Apping
Unblu Cast
Witness the power of conversational engagement
When: September 20, 2024
Where: Google’s Zurich Office,
Europaallee 36, 8002 Zürich, Switzerland
About the event
Unblu Impact Day is back for another year – and what a year it’s been. With the launch of Unblu 8, our platform has experienced a new lease of life!
But what does that mean for you and your organization?
Join us for a series of case studies, roundtable discussions, and product demos to explore pressing issues affecting the financial services sector, and to highlight Unblu’s value in your context.
Stay tuned for further details about the event agenda, including topics, featured guests, and more.
Agenda
Time
Session
Speaker/s
09.30-10.00
Registration and coffee
10.00 – 10.15
Welcome
Luc Haldimann
Co-CEO at Unblu
10.15-10.45
Keynote
The AI Act and its Impact in Financial Services
Elena Gilotta
CLO at Unblu
10.45 – 11.15
Industry view
Human Digital Collaboration as a Strategy
Maurice Lisi
Head of Digital Business at BPER
11.15 – 11.45
Industry view
Balancing Innovation and Trust: AI’s Role in Future Advisory Workflows
Miroslav Petrov
Product Director at Objectway
11.45 – 12.00
Product innovations
Unblu 8 highlights
Yushi Wang
Product Marketing Manager at Unblu
12.00 – 13.00
Lunch, networking & demos
13.00 – 13.30
Panel
Navigating the Future: Digital Customer Experiences in Banking
– The rise of AI in personalizing customer interactions
– The Human Touch in a Digital World
– The demand for seamless, omnichannel experiences.
– How customers prioritize convenience, speed, and security.
– The growing importance of trust and transparency in digital interactions.
Anton Meier
Head Front Office & Remote Solutions at UBS
Luiz Cordeiro
Managing Director at J Safra Sarasin
Oliver Kuster
CEO at aity AG
13.30 – 14.00
Research
Swiss Wealth Management Report 2024 preview
Essential KPIs for Wealth Management: How to Measure Success in 2024 and beyond
Dr. Christoph Künzle
Senior Lecturer at
ZHAW School of Management and Law and
Financial Services Industry Development Director at Deloitte
14.00 – 14.30
Coffee, networking & demos
14.30 – 15.00
Product innovations
The Advisors of the future
Making banking employees efficient and successful with AI
David Eberlein
VP Core Development at Unblu
15.00-15.30
Industry view
Bridging the physical and the digital world. A new lease of life for bank branches.
Patrick Weber
Vorsitzender der Bankeitung Raiffeisenbank Aare-Reuss
15.30 – 15.45
Roadmap
Why Unblu for Financial Services
Discover why the Forrester Wave for Digital Customer Interaction Solutions (DCIS) highlights Unblu’s unique contributions to customer collaboration in the financial services space.
Hakan Kocabeyoglu
EVP Product at Unblu
15.45 – 16.00
Closing
Jens Rabe
Co-CEO at Unblu
16.00
Apero
Sponsored by:
