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The role of conversational AI for wealth advisers

September 27, 2023 - 16:00 CEST - 15:00 BST - 10:00 EST

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Unblu Conversational Platform

The Unblu Conversational Engagement Platform empowers wealth managers and advisors to deliver a human-driven advisory experience over convenient digital channels. By striking a balance between convenience and compliance, Unblu offers a secure and efficient solution for enhanced interaction and collaboration that is embedded into existing channels like a client portal or...

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by Unblu
| 27/09/2023 08:00:00

Discover how your advisers can benefit from an assistant that provides instant access to relationship-building insights.

An AI adviser like no other
In a wealth management or private banking context, AI has the potential to enhance the expertise and efficiency of experienced advisors when communicating with clients.

Whether for double-checking advice or even offering suggestions, AI can offer a more consistent and personalised experience.

In this 30-minute coffee break webinar hosted by Hakan Kocabeyoglu, VP of Product at Unblu, we will investigate how the AI-enhanced Unblu chatbot can aid advisers in building long-term value.

Webinar breakdown: what to expect
This coffee-break webinar will take 30 minutes where you will find out about:

  • AI impact – Discover how AI can help wealth advisors enhance client communication and drive long-term loyalty
  • Demo – We will present a demo of how advisers could be assisted through AI.
  • Bonus – Gain a quick overview of the AI customer service use case.

Register here.