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Can convenient messaging improve the service experience enough to drive topline growth for wealth managers, banks, and advisors?
The answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded, but the issue of data security is front and centre of clients’ minds.
Join Jens Rabe, Chief Operating Officer at Unblu and Jeremy Barnes, RVP Services, North America at Unblu on March 8, 2023 at 16:00 CET for the webinar, “Conversational Engagement: Can secure & compliant messaging seriously impact revenue?”
The webinar will explore:
– The challenge of regulatory compliance and how it’s currently impacting firms.
– The opportunities that convenient messaging represents within wealth management.
– The Unblu Conversational Engagement Platform – with a focus on the Secure Messenger.
Client-advisor interaction can represent a path to accelerated AUM growth.
Are you ready to connect with your clients in a more meaningful way?
To book click here
