In today’s rapidly evolving digital environment, wealth and investment firms are struggling to keep up with the ever-changing expectations of their customers while complying with regulations and managing risks. To address these challenges, Unblu and Objectway have formed a strategic partnership that will enable financial institutions to develop successful, effective, and profitable relationships with their clients.
Objectway’s omnichannel client lifecycle management solutions and their enhancements
Objectway is a leading provider of solutions for digital wealth management, financial advisory, and investment management. The company offers a range of software solutions that help financial institutions manage and improve the client experience throughout the entire client lifecycle management process. Objectway has enhanced their Omnichannel Client Lifecycle Management solutions to provide personalized digital advice, boost online onboarding and conversions, and to exploit customer-facing time more effectively. With the integration of Unblu, these enhancements will be more powerful by improving client-advisor digital communication and collaboration tools.
Enhancing Client Experience with Unblu and Objectway’s solutions
The pooling of Unblu’s and Objectway’s solutions offers a superior client experience. Unblu’s advanced communication and collaboration solutions are designed to enhance customer satisfaction and streamline operations for financial institutions. Clients will benefit from enhanced secure data handling, flexible cloud deployment, and full compliance with regulators. By blurring the lines between instant messaging, document sharing, audio/video calls, whiteboarding, and co-browsing, Unblu enables wealth and investment firms to engage more efficiently with their clients.
Focus on ongoing relationship management and help desk integration
The partnership between Unblu and Objectway focuses on two initial cases for managing client interactions: ongoing relationship management and the help desk. The help desk integration will enable financial institutions to provide swift, seamless digital support in a secure environment. With the addition of Unblu’s technology, the help desk is transformed into a powerful communication tool that enables financial advisors to diagnose and solve client problems more quickly and efficiently. The relationship management capabilities provided by Objectway ensure that clients and relationship managers have easy access to all the necessary tools to schedule one-to-one meetings, interact, and collaborate across devices and channels. With the integration of Unblu’s technology, clients benefit from more secure and effortless communication, improving overall customer satisfaction and engagement.
Comments from Unblu’s CEO, Luc Haldimann, and Objectway’s Chief Solution Officer, Alberto Cuccu
At Unblu, we understand the role that communication plays in a wealth management context,” said Luc Haldimann, CEO of Unblu. “Our integration with Objectway will enable financial institutions to enhance the customer experience, streamline operations, and exceed customer expectations. Objectway shares with Unblu the same technology-forward mindset,” said Alberto Cuccu, Chief Solution Officer at Objectway. “We are excited to partner with Unblu to enable financial institutions to better engage with their clients and drive business growth.
In conclusion, the partnership between Unblu and Objectway offers a new approach to enhancing the client experience and strengthening the relationship between wealth and investment firms, their advisors, and their clients. With the integration of their solutions, firms will realize efficiencies, increase profitability, and improve the overall experience for their clients in a secure and compliant manner.