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Financial Consultant

Video Conferencing: Financial Consultant

Banks are revitalizing their branches as customers demand more personalized service. Branches represent prime locations for cross-selling a broad array of products and services, but the branches often do not have onsite staff trained to sell them.

To address this challenge, one can combine TANDBERG's personal visual-communication systems with subject-matter experts. Banks can connect customers to their remote product experts and financial advisors through video communication over IP (Internet Protocol) networks.

For more information see the video on the right. See also below for our video conferencing product recommendations for financial consultants.

Financial Consultant

My role is:

I need:

My concerns

A FINANCIAL CONSULTANT

My core functions are:

To provide clients with up-to-date advice
to provide recommendations that will meet the financial needs of my clients

I need to receive updated information from my Manager, the company I work for and the industry to ensure that I make the most accurate recommendations to my clients.

I need to communicate this information with clarity and in a timely manner to clients who may be located sizeable distance away.

I am unable to communicate and collaborate effectively with other branches and the head office who are located in different geographic areas

The customer service quality depends on the effectiveness of internal communication.

If communication fails the overall business outcome is negatively affected

The client may not:

have a good customer service experience
receive the most accurate financial services information

Financial Institution Solutions

Solution	Solution Scope
Video Link Connectivity	Utilise our video infrastructure to make and receive video calls *Key requirement*: Have own your video endpoints or Videolink International can supply

Video Link Support	Video Link International offers 24/7 helpdesk support

Video Link Training	Train staff to use the video conference technology effectively

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