In the fifth interview in our new series with Luc Haldimann, CEO, Unblu he advises on how to respect client's time and the systems supporting adviser-client interaction.
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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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In the fifth interview in our new series with Luc Haldimann, CEO, Unblu he advises on how to respect client's time and the systems supporting adviser-client interaction.