Financial institutions are now quickly shifting priorities to ensure they are equipped to conduct business in a changing environment while also dealing with the effects of a health crisis
Remote channels have become the primary method to apply for new accounts, insurance policies, loans, and to get financial advice. But, research shows that consumers turn to channels where they can receive human help and assistance for complex financial activities.
How can organizations deliver a personal touch in a remote, non-face-to-face world? What tools do advisors and agents need to drive digital customer engagement – virtually?
Download this ebook to learn how to recreate the power of the face-to-face meeting in your to end-to-end digital processes.
