Case Study

Customer Experience: Battlefield for the Financial Industry

Traditional banks must rethink their go-to-market and customer strategies if they want to succeed in the online financial industry.

In the following example, we demonstrate how co-browsing tools, used in the context of a collaborative customer interaction in a Wealth Management scenario, can help the financial industry to sell new and innovative products, remotely, to their installed customer base.

This story highlights insights extracted from primary research conducted during the implementation of a co-browsing solution in the online sales process of a Swiss financial services institution. They achieved:

  • a greater number of scheduled meetings
  • a reduced cost per customer acquisition
  • an increase in margin
  • an overall better customer experience

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  1. The Role of the Financial Advisor
    Fact Sheet

    The Role of the Financial Advisor

    Clients have made it clear: they want banks to guide them in their future decisions and provide personalised, meaningful advice. These growing customer expectations are happening against a backdrop of sweeping changes in regulations.

  2. unblu 5 Product Guide
    Fact Sheet

    unblu 5 Product Guide

    Find out how the unblu suite bridges the real world-virtual divide, empowering you to be where your customers are. Learn how the suite unpacks a domino effect of improvements for both your customer’s experience and for your bottom line.

  3. unblu Suite: Advisory Use Case
    Infographic

    unblu Suite: Advisory Use Case

    Discover how banks can keep customer conversations open, interesting and relevant.

  4. unblu Suite Overview
    Fact Sheet

    unblu Suite Overview

    Know all about unblu suite. Discover how more than 100 financial institutions are delivering an in-person experience online (Secure Messenger, Co-browsing, LiveView Chat, Video and Voice calls, etc.).

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