Unblu Inc.

The use of AI is growing in wealth management contexts, taking on a role of “assistant” to augment the skill and experience of human advisors. It’s a burgeoning technology that promises to deliver incredible results and drive efficiency across the board. 🚀 Now, with the AI Act building room for innovation into its legislation, there’s nothing holding the industry back. Advisors of the future have firmly arrived in the present. WM firms must act to remain ahead of the curve. 🌟 Read the article for more. 👉 https://lnkd.in/dbjYzAsp

In a recent presentation, Maurice Lisi, Head of Digital Business at BPER Banca, outlined his vision for the future of BPER. 🌟 He believes the bank should take a fully hybrid banking approach that leverages the best of human ingenuity and artificial intelligence. Why did he come to this conclusion? Watch the videos for more. 👉 https://lnkd.in/dcGRb_gD

Norm Tessier, RVP Sales North America at Unblu will be attending the @Momentum 2024 Event from October 28-30 at The Westin Harbour Castle in Toronto. 🌟 He will be joined by his colleagues Account Executive Brad Amberley and RVP Services - North America Jeremy Barnes to rub elbows with over 400 leaders in the credit union or financial services space. We expect it to be a day of lively discussions and sessions to understand – and contribute to – industry approaches to overcome today’s evolving challenges. 🚀 Will you be there? Please feel welcome to come over and say hi. https://lnkd.in/dGTU4mHj

How are your customer service initiatives progressing in 2024? 🤔 Good customer service amounts to “happy customers” equals “organizational benefits” – but a huge amount goes into achieving this. In this post, we take some time to look back on the articles we’ve written so far this year looking at customer service. 🔍 Find the focus areas that are important to you to help with your mid-year review. 🚀 Read more. 👉 https://lnkd.in/dcqy2Z8P

The financial services industry is going all in with AI, but not at the expense of human intelligence. 🚀 But what does this look like exactly? 🤔 At Unblu Impact Day 2024, Maurice Lisi, Head of Digital Business at BPER, and David Eberlein, VP of Core Development at Unblu, gave us exclusive insights into what’s possible with AI right now in the financial services industry. 💡 Discover their unique presentations. Read the article. 👉 https://lnkd.in/d6Pfs69R

A consistent customer service is essential for banks to maintain their reputation in today’s landscape. 🏦 That means on every touchpoint, whether the website, mobile app, or even in person. How can banks provide a seamless service experience on every channel? 🔎 Read the post to find out. 👉 https://lnkd.in/dtv4caVn

Full digital transformation isn’t complete until the gap between digital and in-person customer service experiences has been fully bridged. 🤝 This is why more banks are turning to hybrid approaches, which allow them to offer sustainable branch experiences that meet customer needs. But where are we currently with hybrid branches? 🤔 We’ve compiled insights from our articles published this year to give you an insight. Here’s everything you need to know about hybrid banking. 🌟 Read more. 👉 https://lnkd.in/dAaTnEnB

What can financial advisors do to attract and retain their clients? 🤔 We’ve gone through various posts we’ve written since the beginning of this year to cherry pick the best advice. Some topics include: - Getting leads - The role of AI - Being proactive Read the article to find out more – including links to more in-depth explorations of each area. 👉 https://lnkd.in/dqdZXsqy

Digital Customer Interaction Solutions are essential platforms to meet customer service expectations in a financial services context. 🚀 But what are they and what KPIs do they actually improve? 🤔 In this post, we take a deep dive into DCIS, touching on the main considerations retail banks and credit unions should take into account before investing. Read for more! 👉 https://lnkd.in/dxjXKFya

Last Friday, we had an incredible experience at Unblu Impact Day 2024! 🌟 The event was kicked off by Luc Haldimann, Co-CEO at Unblu, who gave an overview of the company’s latest product and ecosystem developments. This was followed by an exciting mix of insightful guest speakers and Unblu team members. . 🚀 Here are a few highlights from our guest contributors. Maurice Lisi, Head of Digital Business at BPER Banca, set the stage with a powerful talk on Human Digital Collaboration as a Strategy. Miroslav Petrov, Product Director at Objectway, shared his perspectives on AI’s Role in Future Advisory Workflows, striking a balance between innovation and trust. Our panel on Digital Customer Experiences in Banking featured Anton Meier (UBS), Luiz Cordeiro (J. Safra Sarasin), and Oliver Kuster (aity AG), who led an inspiring and forward-thinking discussion. These were accompanied by Unblu insight sessions, delving into new product developments and recent success stories. Yushi Wang, Product Marketing Manager at Unblu, shared the Unblu 8 highlights, including features such as improved Document Collaboration and a dedicated Interaction Management Hub. Hakan Kocabeyoglu, EVP of Product at Unblu explored why Unblu was named Collaboration Solution of Choice for Financial Services by Forrester – and further developments in the pipeline. Co-CEO of Unblu, Jens Rabe joined Patrick Weber, Vorsitzender der Bankleitung at Raiffeisenbank Aare-Reuss to discuss how Unblu Branch helped the organization to maintain their bank branch locations as pillars of the local community. Can AI help banking employees be more efficient and successful? The VP of Product Development at Unblu, David Eberlein, explored new Unblu capabilities, including transcriptions, live translations, meeting summaries and more. More exciting moments from the event coming soon – stay tuned! #ImpactDay2024 #DigitalBanking #AI #Innovation #CustomerExperience