Revolutionizing the Advisory Experience

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Empower the people who deliver an expert advisory service

As the Head of Advisory, Alex oversees strategic planning and execution of investment advisory services, leading a team of advisors to optimize client portfolios and achieve financial goals. This involves:

  • Build lasting relationships with clients through personalized advice
  • Maximizing conversions and boosting AUM growth over time
  • Maintain compliance standards to safeguard the firm’s reputation and client assets
  • Maintain compliance standards to safeguard the firm’s reputation and client assets
  • Manual processes consume much of his team’s time
  • Differentiating the companies’ service from the competition and disruptors

Relevant and contextual advice

Provide instant responses and offer powerful remote collaboration assistance to boost client satisfaction and long-term loyalty

Maximize quality advisor time

Cut down on time-consuming admin tasks by benefiting from a centralized platform for all interactions with the clients

Secure and compliant conversations

Unblu adheres to rigorous standards and ensures your interactions are recorded in a secure environment

As the Relationship Manager, Rebecca’s goal is to build lasting relationships with her clients by growing their wealth and being their go-to in financial matters. This involves:

  • Achieve financial KPIs and contribute to the bank’s revenue growth
  • Help high net-worth clients grow and protect their wealth
  • Provide holistic financial solutions
  • Ensuring all interactions meet regulatory compliance
  • Handling paperwork due to regulation and limited digitalization
  • Spending too much time on administrative tasks
  • Managing emotionally challenging situations when clients are upset

Secure and convenient interactions

Provide clients with expert advice in a way that mimics how they interact in daily lives – while also adhering to messaging compliance regulations

In-person experience digitally

Whether it’s an ad-hoc call or scheduled meeting, level up the experience with collaboration tools such as co-browsing and whiteboarding

Enhance advisors’ skills

Unblu’s Conversational AI can quickly comprehend client inquiries and provide financial advisors with accurate recommendations

Schedule your free demo to discover how Unblu can boost customer satisfaction in your specific context.