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Featured Case Studies

Marketing Queen
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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.

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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