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AskTheExpert - Banking Demo

AskTheExpert is a Lync application that allows walk-up customers to communicate with a remote subject matter expert. The customer and expert can collaborate on a two-way video call, share files, start online applications or whiteboard. The addition of the app can close business, improve relationship stickiness and improve customer satisfaction.

Banking:
With AskTheExpert, financial institutions can achieve increased sales and retention rates while simultaneously decreasing the cost of customer interactions. Example scenarios may include:
• Bank customers can chat with a mortgage expert to ask questions, to start an application, or to finish an application.
• A customer in process of applying for a loan can chat with their Loan Officer about any questions during the loan application process.
• A customer can chat with a mortgage loan agent regarding today’s rates and discuss when to lock in that rate.
• A customer can chat with an auto loan agent about current rates and promotions.
• New customer inquiries
- Questions regarding the different products that the bank offers
- Sign up for new accounts
• Existing customer inquiries
- Questions about existing accounts
- Adding new accounts or making account changes

Cast: Enabling Technologies Corp

Tags: Banking, Lync, Video, Kiosk, Aske the Expert and Chat

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