Video chat has transformed how financial institutions deliver customer service whether it occurs on a phone, via computer or enhanced with co-browsing.
Live Chat software enhances customer service with high-tech, building better relationships with your customers in a secure communication environment.
Like other sectors of the industry, wealth management is grappling a major question: What should be automated by robo-assisted services and what should be left for human expertise to best service clients?
The banking industry is still gripped by the fallout from the financial crisis, and customer trust is at all time low. Despite the distrust, customers still endow banks with their basic trust of keeping their money safe. This is a huge advantage that must be leveraged wisely.