If your financial organization is still depending on a financial advisor to answer all the call-volume you are experiencing, not only can you expect frustrated clients, but overworked and undervalued advisors.
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Why Self-Service is Essential in Financial Services
Implementing a self-service portal addresses the following customers:
Implementing a self-service portal addresses the following customers:
- Feel enabled to help themselves, reducing the stress on your client-facing teams.
- Gives clients access to the resources they need when they need it
- Transparency into their financial accounts with quick updates and helpful resources
But also empowers your advisors by:
But also empowers your advisors by:
- Equipping your employees with a centralized knowledge base to best serve your clients
- Quickly and efficiently identifying and solving customer problems through accurate data reporting
- Reducing troubleshooting time for your advisors' spend, and allowing them to be proactive with their clients ultimately driving your sales.
- Automating your advisor’s mundane and procedural processes allowing them to spend more time selling products that drive revenue.
Your customer demands have evolved so your organization needs to adopt a mature digital strategy to meet those demands. Find out why Liferay customers are experiencing higher client satisfaction and more productive advisors.