Consult & Advisory

Consult & Advisory

Over the last five years, the shift to buying online products and services in financial services such as banking, mortgage, financial advisor, 401K, insurance, travel is at an all-time high. The days of going into an office and meeting with someone to discuss the products and services in person has reduced significantly. One thing that has not changed is the importance of face to face conversations and communications. With the shift in consumer behavior, companies need to shift their account management and support channels to allow better account management and advisory INSTANTLY through video communications to provide consumers peace of mind in their online advisory purchase and complex support transactions.

  • Provide virtual account management for financial products with better opportunities to cross sell and upsell.
  • Provide consultative approach during the sales process of products and services that are purchased online.
  • Increase account management and retention across accounts to allow business and consumer account management at a reduced cost with an increased reach.

Services