Information about us and our observations on the industry we serve.
Investors want seamless advice. But they are often conducting investment research on their own. Find out how co-browsing can turn their solo research efforts into collaborative and trust-building interaction with their advisor.
Contrary to the doomsayers, the trends in digital innovation are a not a threat to the future role of the financial advisor. Instead, they are forcing the role to evolve and become more service-oriented and customer-focused. Find out how digital tools are future-proofing financial advisors.
Clients want to speak with their advisor on their own terms, offline and online. The client-manager relationship is evolving, and advisors need to be well-positioned to guide today’s well-informed investor.
With over one hundred clients in the private wealth banking space, unblu is a leader in providing secure and compliant support for the one to one relationship between a relationship advisor and their client.
The overarching spirit of the regulation demands the kind of behaviour that is required to build a truly customer-centric business model, with transparency and suitability as its cornerstones.