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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.

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.

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Benefits:

Greater client convenience

Stronger client relationships

Revenue growth

Deeper wallet share

  • Greater client convenience
  • Stronger client relationships
  • Revenue growth
  • Deeper wallet share

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

also

For demo / consultation
Please call or leave info

or

hai@ncr.co.ilย  |ย ย +972-52-4778990

also