Webcamconsult: direct video communication with financial or legal advisor
Webcamconsult: the financial advisor close by thanks to the webcam
For an update on financial planning, retirement or investing, clients do not always have time to come to an advisory location. And cost-wise it is not always possible to go to customers. Of Webcamconsult gives you sound advice without wasting time. Interesting, especially now that financial services are increasingly automated. Of Webcamconsult you can efficiently discuss changing circumstances or review results without the need for a physical appointment. Pleasant for both customer and advisor. You can easily share files. And by sharing a screen, you can still explain a complicated financial forecast well. This is how you easily increase the satisfaction of your customers. A conversation via webcam: a good idea.
The online financial consultation: the benefits for your customer
- No travel time
- Partners can participate from different locations
- Personal contact with the financial adviser
- Screens can be shared: calculations are so easy to understand and follow
- No mobility issues
- Also safe to meet in the evening.
- Privacy is guaranteed
- Walk-in consultation hours possible
The pro's of Webcamconsult for the advisor
- You respond to the wishes of your customers
- You can expand your working area. Distances play less of a role
- You do not lose travel time.
- Webcamconsult is easy to try.
- A thorough and proven cloud solution. Installing software is not necessary
- Not unimportant: the costs are low
An online walk-in consultation can easily be added to your website
You can easily add a virtual walk-in consultation hour to your website. Clients can meet you at times determined by you and, for example, present their financial issue to you. Efficient and personal for both parties.
Increase your efficiency and service
You can provide high-quality service to more customers in the same time. For example, a follow-up appointment can be done very well with Webcamconsult. It saves you or your customer a lot of travel time.
As a sales tool
In addition to your sales conversation. Of Webcamconsult you can go through your quotation with your customer, for example. This way you avoid misunderstandings and you receive signals from your customer well.