Wealth and asset management software provider Objectway has partnered with conversational engagement platform Unblu.
The partnership will enhance client-adviser digital communication and collaboration tools, improve customer satisfaction and streamline operations for financial institutions.
The companies will look into two initial cases comprising ongoing relationship management and a help desk to foster stronger relationships and boost customer satisfaction.
Luc Haldimann, chief executive at Unblu, said: “We understand the role that communication plays in a wealth management context. Advisers need to be available on the channel of the client’s choice to build long-term relationships, and the challenge is to make this communication secure and compliant.”
Alberto Cuccu, chief solution officer at Objectway, added: “Together, we bring on the market customisable, scalable, and seamlessly integrable solutions that allow for their quick implementation, but also ensure that our customers can offer a truly hybrid service thanks to an enhanced digital offering.”