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BUILDING THE CASE FOR REMOTE ADVICE IN FINANCIAL SERVICES

“Financial institutions are searching for new avenues to connect with customers and sell their products"

Thanks to Remote Advice in Financial Services, Customers can get expert investment advice on how to make their money work for them from the comfort of their own home.

Bring innovation in your customer service by engaging visitors in real-time or scheduling on-line appointments and allow financial consultants to video conference with customers at-home, providing advice remotely, using screen and document sharing with a secure, encrypted internet connection.

  • 40% reduction in cost to serve
  • 20% increase in First Contact Resolution
  • 3X sales productivity

 

 

Download the Executive Brief and discover more

Customer copy

Consumers are willing to spend 17% more on a company that has outstanding customer service. (American Express)

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Intesa SanPaolo