Driving Up Completion Rates: Empowering Remote Bankers & Contact Agents

Driving Up Completion Rates webinar presentation title slide

Recorded on: November 4, 2021


  • Leslie Parrish, Strategic Advisor Retail Banking & Payments, Aite-Novarica
  • Rahim Kaba, VP Product Marketing, OneSpan

Many banks and financial institutions are being forced to adapt their branch and call center operations to a digital-first world. A lot of the transformation that is taking place today is centered on optimizing how advisors and agents engage with customers – from a distance.

In this webinar, Leslie Parrish, Strategic Advisor Retail Banking & Payments at Aite-Novarica, and OneSpan discuss how branch and call center agents can connect with customers in a virtual environment to help drive higher application and forms completion rates.

Topics include:

  • Designing banker-mediated experiences around remote customer needs
  • Using digital platforms that integrate e-signature, video, identity proofing, and document collaboration capabilities to recreate the branch experience – remotely
  • Elevating call center voice and chat interactions with real-time co-browsing and signing