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Video Client Engagement for Commercial Banking

Commercial 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.

As bankers often work from 9 to 5 while customers cannot visit the branch during business hours, thus many interactions are conducted over the phone or via e-mails, lacking the richness of a face-to-face interaction.

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.

Benefits:

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.

Revenue growth

Building intimacy and establishing trust ultimately help sell more products and services.

Deeper wallet share

20% lift on cross-selling at BluCurrent Credit Union.

  • Host remote interactions with HNWI (High-net-worth individuals) and affluent clients through high-quality video meetings that are as effective as in-person meetings.
  • Bring the most suitable experts to client meetings, regardless of location.
  • Share documents during remote conversations for better mutual understanding.

For more information or with questions,
please callย ย :
ย +972-3-6186880ย or E-mailย  amnon@ncr.co.il

For demo / consultation
Please call or leave info

or

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For demo / consultation
Please call or leave info

or

hai@ncr.co.ilย  |ย ย +972-52-4778990

also