Competitive advantage: It begins with the customer conversation
Published:
Jan 25, 2021
A financial institution can score a massive competitive advantage if it begins a conversation with the potential client at this early stage. Conversational banking does this without any media discontinuity – a secure messenger integrated into the website enables text, voice or video-based exchange.
An automated chatbot or a personal adviser continues the interaction seamlessly, up to the point when the bank sends the client a binding offer as a PDF via the messenger service.
Read more in CREALOGIX Insights - January 2021 edition.
In this January 2021 edition of CREALOGIX Insights, we look at:
- Conversational wealth management
- Embracing omnichannel user experience for bank/user win-wins
- Research: what do high net worth investors want from digital services?
- The strategic value of improving personalisation
- Big tech entering financial services: a whale-sized competitive threat?