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
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