Video Client Engagement for Private Banking and Wealth Management
Wealth managers and private bankers need to collaborate closely with their clients to plan and and optimize their portfolios. They must meet regularly with busy clients to understand their needs and investment priorities.
With video banking, they can schedule video meetings to maintain a personal and meaningful relationship even during remote interactions, ultimately deepening relationships, building trust, and improving investment outcomes.
Greater client convenience
Clients can enjoy an authentic connection with their advisers without visiting a branch.
Stronger client relationships
Net Promoter Score 44% higher for video interactions than telephony at Barclays.
12% increase in sales of debt protection at Diamond Credit Union.
Deeper wallet share
20% lift on cross-selling at BluCurrent Credit Union.