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On December 7, 2017 at 2:00 ET, we will show how financial online collaboration can be just as good as an in-person meeting in our Balancing the Online Financial Experience webinar.
When customers of wealth management and banking organizations need financial online collaboration, they know their financial performance is on the line, too. Busy clients who don’t have time in their crowded schedules to meet their financial services experts as often or for as long as they’d like to need the ability to collaborate as naturally online as they would at an in-person meeting.
The question is, can financial services professionals provide clients with an online experience as rich as an in-person meeting?
Financial Online Collaboration Requires Powerful Visual Engagement
Can the “shift to AI” replace the need for human-to-human collaboration? In this informative webinar, Glance’s Director of Financial Services Markets, Tom Scontras, discusses many ways major financial services companies have found to deliver a balance between self-service and high-touch, collaborative client experiences through powerful visual engagement. Backed by examples drawn from online financial advising and retail banking service, Tom examines the real-world impact of engaging with clients anytime on any device through instantaneous, secure, and reliable visual collaboration, presenting results through actual KPIs like Customer Effort Score, Net Promoter Score, Average Handle Time, and overall customer satisfaction levels.
The key is finding new opportunities by balancing artificial intelligence systems with “emotional intelligence” to handle interpersonal relationships judiciously and empathetically. In other words, we must blend self-service and high touch models in the digital realm as well as we have in traditional interactions.
Can the Digital Realm Meet Expectations?
Can a uniquely interactive and visual person-to-person connection online become the new standard for client satisfaction? Can it handle every need and meet every expectation? Walking clients through questions about statements. Filling in complex forms. Selecting the right account options. Accessing support pages and capabilities on a website.
To find out how online visual engagement and collaboration technology can create more productive, happier clients, please join Tom on December 7 for Balancing the Online Financial Experience.
