Trusted Customer Interactions | Expert paper

How do you boost human interactions as a financial advisor? By using collaborative work practices, speeding up response times through automation, engaging with clients on their preferred channel while securely exchanging contractual documents.

As a bank client, how can I get fast and qualitative answers to my questions on my favourite channel? By being recognised every time I contact my bank, understood when I encounter a problem and coached when I need to build a financial plan.

Unlocking value from secure interactions between millions of bank clients and advisors in Europe

Based on our 15-years+ experience and in-depth market research, this paper examines each customer segment expectations and provides tangible advices on how best to meet them. Download the expert paper and learn more about:

How to anticipate Trust & Proximity needs?

Communication has significantly evolved since the appearance of messaging apps, and so have the expectations towards customer service. Organisations must remain close to their clients, be present on their preferred digital channels, such as social media, use AI to apply personalisation in communications and live assistance for support.

The best usage of AI and collaboration tools

Embrace state of the art technology without compromising customer experience. Agents can be more effective in customer interactions with the help of AI. The new challenges brought by high volumes of queries have been tackled by the effective use of bots.

Proactively mitigating Security & Confidentiality risks

The digitalisation of services implies new threats, especially cyberattacks, or the need to be compliant with data regulation. As financial experts, it is necessary to provide a top notch security environment to process sensitive operations and smartly manage data.

Learn how leveraging AI can help your business by downloading our expert paper.