People aren’t dealing with their finances - either because they are intimidated or they don’t know how to. So how can banks help their customers become better planners and savers? By finding the right balance of automated and human advice.
The latest survey data indicate that video will play a major role in the future of banking, with two-thirds of banks currently pursuing video capabilities. Find out how the latest in video technology is improving customer interactions and what we can learn from early adopters.
Banks can use co-browsing alongside a phone call, a chat session, or a messenger conversation and ultimately create a more personalized experience for their customers. But remember co-browsing is different from screen-sharing.
Contrary to the doomsayers, the trends in digital innovation are a not a threat to the future role of the financial advisor. Instead, they are forcing the role to evolve and become more service-oriented and customer-focused. Find out how digital tools are future-proofing financial advisors.