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Leading Through Change in Financial Services: How to manage high volumes of client appointments beyond branches

Given the state of the world today, so much is uncertain. As a result, financial services companies are experiencing a surge in enquiries from their clients, staff and ecosystem. Recognising how changes across home life and work environments are impacting everyone, it’s becoming critical to address financial questions and concerns proactively.

Customers need to have flexible and convenient ways to schedule appointments. The ability to easily suggest and hold meetings for an individual or across stakeholders is a primary way to reduce tension and earn trust in the current circumstances where remote collaboration is urgent and critical.

Join us for this webinar to learn how banks are currently impacted, the importance of personalisation, and some key solutions to help streamline scheduling with clients.


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