Firm Qualifies Leads with Online Meetings
Challenge:
Keep clients up to date on latest service offerings and updates to online trading platforms.
Solutions:
Video capabilities enrich remote client meetings while powerful security helps protect confidential financial information.
Results:
- Increased number of qualified client leads
- Gained competitive advantage by improving frequency and quality of client communication
- Reduced travel costs
Some clients have limited computer knowledge, but after a quick WebEx session, they have the skills and the confidence to trade online.- Jay Pace, private client advisor, Kinetic Securities