Private BankingSecure Messenger
What is Secure Messaging?
Customers want to communicate with their bank the same way they communicate with their family - by text. Know what Secure Messaging is about.
Digital TransformationPrivate Banking
Disruptive Innovation: Banking 2030 (Davos)
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.
Co-BrowsingPrivate Banking
From solo to collaborative decision-making: how co-browsing helps the investor
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.
Unblu suitePrivate Banking
Catching up with your clients: digital tools for financial advisors
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.
Private BankingSecure Messenger
Re-inventing the Role of the Financial Advisor
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.