Unblu: Wealth management and the millennial client

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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.

Unblu: Respecting client's time and the systems supporting adviser-client interaction

by Unblu | 17/05/2022 06:00:00

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 future role of the advisor and the need for advice

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In this fourth interview in our new series with Luc Haldimann, CEO, Unblu he outlines the future role of the adviser and the need for advice.

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