Information about us and our observations on the industry we serve.
Where are we headed and how will we get there? Industry leaders guide this engaging conversation in Davos that covers the potential of cryptocurrency, the critical element of consumer trust, the consequences of consumer empowerment on data privacy, digital identity and more. Speakers are Ann Cairns, Vice-Chairwoman of MasterCard; Hikmet Ersek, CEO of Western Union; and Laurent Le Moal, CEO of PayU.
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.