Consult & Advisory

Consult & Advisory

Over the last five years, the shift to consumers 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 to consult with someone has reduced significantly. However, the importance of face to face conversations and communications has not changed. With the shift in consumer behavior, companies need to shift their consultative sales and support channels to connect INSTANTLY through video chat. As a result, this provides consumers’ with peace of mind in their online advisory purchase and complex support transactions.

One Touch Video Chat can be implemented to increase close rates throughout complex consult assisted buying processes.

  • 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 provide a higher level of service at a reduced cost.

Services