Stepping into the future of personalized banking with UnionBank

UnionBank is redefining the banking experience with a fresh, client-centered approach that prioritizes comfort, exclusivity and innovation.

Understanding that traditional banking can often feel like a chore, the bank has set out to transform the experience for its high-net-worth clients.

“We recognized that banking was not the most pleasurable experience, that many people are having a hard time and regretting going to banks and bank branches,” said UnionBank’s president and CEO Ana Aboitiz Delgado.

This understanding led to the development of UnionBank’s Wealth Center at The Ark, a refined space crafted to provide high-net-worth clients with seamless, private and premium banking services.

Going beyond traditional banking

The Wealth Center goes beyond traditional banking by creating an environment tailored to the sophisticated needs of its Elite clients.

With private lounges, meeting rooms, and personalized financial guidance, UnionBank ensures a seamless and exclusive experience.

Clients can conduct high-value transactions in privacy at The Gold Lounge or consult with Wealth Relationship Managers in elegant spaces, all while enjoying complimentary refreshments at the in-branch café.

Delivery of exemplary experiences

“At the heart of our transformation is this desire to uplift the lives of our customers by delivering exemplary experiences,” Delgado added.

UnionBank’s dedication to innovation has solidified its position as a leader in wealth management, earning it the title of “Best Wealth Management Bank

in the Philippines” at The Asian Banker’s Global Excellence in Retail Finance Awards 2025. By offering cutting-edge financial solutions and exclusive access to global investment opportunities, the Wealth Center empowers clients to grow their portfolios and secure their financial legacies with confidence.

The Next Gen Bank

As UnionBank continues to lead the digital banking revolution in the Philippines, it remains committed to inclusivity by ensuring that no customer is left behind in the shift toward digitalization.

Recognizing that its clientele spans across generations, the bank has designed its digital platforms with user-friendliness in mind.

Albert Cuadrante, UnionBank’s chief marketing and experience officer, emphasized that customer feedback has been overwhelmingly positive.

“The feedback that we’ve been getting from our customers is that both our mobile app and the digital tablets in our branches are very easy to maneuver because we thoughtfully designed them based on the journeys that a regular digital user will be used to,” Cuadrante shared.

As Ana Aboitiz Delgado, UnionBank’s president and CEO, aptly puts it, “A next gen bank is all about delivering superior customer experiences to all the generations of customers that we serve throughout every single channel that we work with them on.”

This commitment to intuitive technology bridges the gap between traditional banking and modern convenience.

Beyond user-friendly interfaces, UnionBank stands out for its cutting-edge digital and information security systems, powered by artificial intelligence.

Harnessing AI

The bank has harnessed AI not just to safeguard its clients’ assets but also to personalize financial strategies by analyzing customers’ investing habits.

This innovative approach allows UnionBank’s financial experts, through its UnionBank Financial Services and Investments, to offer tailored advice while upholding the highest ethical standards in AI use.