In our second interview in our new interview series with Lisa Joseph, President of the Americas, Unblu, she answers the question of why were conversational platforms so quickly adopted by wealth management firms during the Covid-19 pandemic.
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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 our second interview in our new interview series with Lisa Joseph, President of the Americas, Unblu, she answers the question of why were conversational platforms so quickly adopted by wealth management firms during the Covid-19 pandemic.