Financial institutions are always looking for new and innovative products as well as more effective ways to provide services to their clients. With the right technology and tools, these objectives can be achieved. Collaboration can enable a higher level of customer service, spawn interactive kiosks, aid in new product training and facilitate faster time to market.
Bank branches can communicate more effectively to increase customer service levels. New financial products can be launched more quickly and to larger audience. New product training or market trend analysis can be completed remotely. And these are just a few of the reasons financial companies worldwide choose Epitome to provide the most lifelike experience for collaboration and communication from anywhere to anywhere, instantly.
Branch Level Communications
Banking customers prefer to seek service and product information by physically visiting branch locations. Many banks, however, are saddled with an obsolescent branch infrastructure that is poorly aligned with their sales goals. Epitome's real-time collaboration between branch offices and headquarter locations can facilitate a new era of customer service that includes distance learning, remote experts and more timely and actionable corporate communications. This collaborative environment can ultimately transform the obsolescent branch into a vibrant sales channel that is more responsive, and able to offer more products and services such as access to remote experts.
Tapping High Net worth customers
Financial institutions are changing from being "transaction specialists" to becoming "relationship managers" – experts and counselors in an expanded set of complex areas such as tax and retirement planning and estate planning. High net-worth clients and the mass-affluent market are migrating to firms that can articulate and deliver world-class advice and guidance. Epitome provides these customers with real-time access to financial experts and to elite services that meet their high expectation levels.
A morning call is a tradition in the financial industry. Market research and other relevant information is broadcast to traders and brokers prior to the opening bell. Epitome solutions allow the call to be broadcast over voice and Video. Recorded and archived, sessions can be replayed throughout the day, increasing productivity through content sharing.