Unblu Inc.

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

The Credit Union Technology forum will be taking place from October 1–3 in Quebec City. 🌟 Our North American colleagues Norm Tessier, RVP Sales North America, and Brad Amberley, Account Executive, will be present! Join them to discover “new technologies, strategies and partnerships,” while attending various keynote speakers, panel discussions, and breakout sessions. 🚀 The main theme for the event is collaboration – so make sure to introduce yourself if you spot Norman or Brad. After all, it’s the first step in any new collaboration. Want more information? You can read about the event here. 👉 https://lnkd.in/djHkSVpE

With Impact Day just around the corner, we’d like to take a moment to acknowledge our sponsors. 🌟 The support of Objectway, SpeciTec SA, Wealth Dynamix, and SwissSign AG has been instrumental in helping us explore the cutting edge of today’s industry trends. Join us to discover what top financial institutions are focusing on in the current landscape, such as an industry view on “Transforming the Advisory Workbench,” led by Miroslav Petrov, Product Director at Objectway. 🚀 Not signed up yet? There’s still time to put your name down for this exclusive, in-person-only event. Register here! 👉 https://lnkd.in/dj89PSzU

Led by industry experts, Unblu Impact Day 2024 promises to take a hard-hitting look at the most important developments impacting financial services right now. 🚀 The strategic benefits of digital-human collaboration. The future of digital customer experiences in banking. Evolving legal implications of AI and a preview of the Swiss Wealth Management Report 2024. These are just a few of the topics on the agenda. Find out more here. 👉 https://lnkd.in/dj89PSzU

We are excited to announce that we’ve finalized the agenda for Unblu Impact Day on September 20 in Google's Zurich Office! 🎉 So, what’s in store? - Keynote: The AI Act and how it affects financial services. - Panel discussion: Navigating the Future: Digital Customer Experiences in Banking - Industry views: A series of insightful presentations from Unblu customers. - Product roadmap: See what Unblu has been doing over the last year! Hurry only 15 days left before the big day. Secure your spot and join financial professionals from across Europe. Don’t miss out! 🚀 Have a look at the full agenda here: https://lnkd.in/dj89PSzU Can’t wait to see you there! 🌟

A recent PWM article explores the areas where AI is proving most valuable in the ultra-high net worth and family office segments. 🚀 According to the article, wealth owners “do not want to see the technology, but rather, just feel the benefits and continue to receive a white glove personal service they expect.” What does this look like? 🤔 Drawing on expert insights from industry leaders – including Unblu’s own Co-CEO, Luc Haldimann – discover the role AI is set to play in this exclusive client segment. Read for more 👉 https://lnkd.in/dpxQ-hT9

There is an undeniable downward trend in customers using traditional branches. Banks are faced with a do-or-die dilemma: do you invest in branch transformation or allow your branch network to slowly fade away? 📉 Many banks and customers both understand and value having a traditional branch. But to ensure that they are cost-effective, profitable, and offer customer experience excellence, the banks need to embrace new branch concepts. 🏦 Central to this is the revolutionary idea of the digital branch. 🌟 Read the post to discover more. 👉 https://lnkd.in/d2wymV3x

As younger generations come into wealth, there is an increased focus on apps as a focal point for wealth management service. 📲 But not all apps are made the same and the quality of the experience will determine how much clients engage with your firm. 🌟 Much of this comes down to the digital channels available within the app itself – and their ability to promote authentic, profitable interactions. Read our post for more. 👉 https://lnkd.in/di6JbSAF

While credit unions serve a proportionally larger number of technologically traditional members than other financial institutions, this should not influence their approach to innovation. 🚀 Implementing conversational engagement capabilities, rather than alienating members, will create the conditions that allow agents to better serve them. 💬 Read our most recent post to discover how easing the pressure on contact centers can aid all credit union members. 💡 Find out more 👉 https://lnkd.in/dtMk5Rp6

Over a trillion phishing emails are sent every year. 📧 Are you still using email to send sensitive documents? Communicating in this way puts your clients at risk. Instead, wealth management organizations need to find alternative approaches that are more convenient, compliant, and secure. 🔒 Secure Messenger stands out in this regard, allowing for swift, frequent interactions without the risk of email. Read the article to find out more. 👉 https://lnkd.in/dZQZZAsX