The best way for financial advisors to connect with their clients
Being in high demand, financial advisors can often find it challenging to optimize every conversation they have. Delivering quality, personalized experiences while following GDPR and closing sales is a lot to think about. Especially now when customer expectations are higher than ever.
of millennials are willing to book an appointment with their financial advisor
74 basic appointment scheduling statistics: 2021/2022 data analysis and market shareof millennials are open to having a video meeting with their financial advisor
10 insights on young people’s expectations of banksof customers will invest more in service after a prescheduled visit
2019 customer engagement and loyalty statisticsSchedule. Meet. Win.
Financial service enterprises that rely on Pexip Engage
P&V increases agent productivity and client satisfaction
P&V stands for Prévoyance & Voorzorg, a Belgian cooperative insurance company.
"What was very interesting for us is that Pexip Engage is integrated with Salesforce so that leads are created automatically, and appointments are linked to the right lead/client, a very big plus to increase our efficiency."
Ine, Omnichannel Project owner at P&V
Buying a dream home is made easier with Pexip Engage
Hypotheek.winkel offers guidance throughout acquiring property and mediation in mortgage credits.
“Pexip Engage works closely with their customers to improve their product, and they intensively worked with us to remove all barriers. They always go the extra mile. For this, I consider them one of our true business partners.”
David Geerts CEO of hypotheek.winkel
Solidaris grow its business during the pandemic
Social insurance fund Solidaris provides face-to-face consultation services, helping clients with tax and social security advice.
“We found that automated scheduling expanded our opening hours, helping us support the public at a time of great need, which was an excellent outcome.”
Francis Sörensen, Process & Digital Transformation Manager, Social insurance fund Solidaris
P&V increases agent productivity and client satisfaction
P&V stands for Prévoyance & Voorzorg, a Belgian cooperative insurance company.
"What was very interesting for us is that Pexip Engage is integrated with Salesforce so that leads are created automatically, and appointments are linked to the right lead/client, a very big plus to increase our efficiency."
Ine, Omnichannel Project owner at P&V
Buying a dream home is made easier with Pexip Engage
Hypotheek.winkel offers guidance throughout acquiring property and mediation in mortgage credits.
“Pexip Engage works closely with their customers to improve their product, and they intensively worked with us to remove all barriers. They always go the extra mile. For this, I consider them one of our true business partners.”
David Geerts CEO of hypotheek.winkel
Solidaris grow its business during the pandemic
Social insurance fund Solidaris provides face-to-face consultation services, helping clients with tax and social security advice.
“We found that automated scheduling expanded our opening hours, helping us support the public at a time of great need, which was an excellent outcome.”
Francis Sörensen, Process & Digital Transformation Manager, Social insurance fund Solidaris
How retail banks can master customer engagement
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Industry-leading benefits
Real-time meeting insights
Increased advisor productivity
Reduce no-show appointments
Boosted conversion
Easy to use
Branded solutions
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