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Unblu for Private Banking and Wealth Management

Deliver an experience that drives revenue

In this guide, you will learn about:

The power of experience

Discover why experience matters in a wealth management context and how it opens the door to more profitable relationships.

Unblu’s features

Explore the Unblu features including secure messaging, Co-Browsing, and video & voice that can help you to build stronger relationships.

Added value

Find out why having Unblu brings added value that will help you excel in the long term.

Overcoming Regulatory Barriers to Enhance Client Interaction

How wealth management firms and private banks communicate with their clients is coming under increased scrutiny from regulators, particularly surrounding the recording of conversations.  But how do you overcome regulatory barriers without sacrificing the next-level experience that clients expect? In.

Leveraging Unblu to increase product conversion

In 2020, Raiffeisenbank first began collaborating with Unblu. After adding Live Chat and Co-Browsing, their agents were able to offer a higher quality service overall.  But that’s just one part of the story. With a streamlined service, Raiffeisenbank agents were better able to.

The 2023 Retail Banking Trends

Hybrid experiences built on trust Trends long in development will come to fruition in 2023 – requiring an urgent response from retail banks. But faced with a sharp decline in customer trust, what must banks do to thrive in the.

Digital banking, done right

How to level up your digital customer experience in a branchless world No relationship can thrive without trust – and yet that’s exactly what’s missing in today’s challenging digital banking landscape. What do your customers think about you? Rebuild customer.

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