Premium Customer Relationship
Challenges
The digital transformation has generated new practices in the premium customer relationship. Banking, financial, legal and wealth management services now exist online and in mobile applications where physical appointments are gradually being replaced by digital channels.
The convenience and fluidity of online management has become the norm, but today customers are not only expecting to have access to online services, they are also demanding a more personalized and high-quality customer experience.
For example, wealth managers and private bankers need to work closely with their clients to plan and optimize their portfolios. They have to meet their clients regularly to understand their needs and investment priorities, but the clients are very busy people who want to optimize their time and prefer remote appointments to physical appointments requiring travel.
Sectors
Online banking
Private banking
Wealth management
Real Estate
Apizee solution
Real-time video in premium customer relationship encourages more than a deeper customer engagement. A seamlessly integrated video call to an application or web portal provides also a valuable context for boosting sales and improving the customer experience.
With real-time video, schedule video appointments with your customers and offer a personalized relationship, even during remote interactions, to build loyalty and improve the results of your services.
Use cases
Scheduled video conference via an invitation sent to the customer
Audio or video call from a website or a customer area
Scheduled webcallback
Escalation from a chat session to an audio or video session
Explanation of a contract via screen sharing and/or whiteboard
Recording for future reference and regulatory compliance
Features
- Queue management
- Satisfaction Questionnaires
- Call reports and dashboards
- File transfer
- Screen sharing
- Recording
- SaaS
- Private cloud
- On-Premise
Benefits
35
Sales increase
56
Improve customer experience
65
Improve your brand image
25
Increase retention rate
13
Reduce attrition rates
21
Gain new customers
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