Unblu: The future role of the advisor and the need for advice

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Introduction to Unblu Financial Cloud and why to choose it

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In our first interview with Richard David Lo Giudice, Product Manager, Unblu Cloud, he gives an introduction to Unblu Financial Cloud and explains why you should choose it for your...

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In this sixth interview with Luc Haldimann, CEO, Unblu, he discusses digital maturity in the wealth management market.

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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.

Unblu: The Covid-19 pandemic and trust and loyalty in wealth management

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In this third interview in the series with Luc Haldimann, CEO, Unblu, he talks about the Covid-19 pandemic and trust and loyalty in wealth management.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type