Marketing Queen / Tuesday, December 01, 2015 / Categories: Case Studies 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 changesCast: Enabling Technologies CorpTags: Banking, Lync, Video, Kiosk, Aske the Expert and Chat Previous Article Higher Education Microsoft Unified Communications Case Study Next Article Trans Systems Case Study Print 2565 Rate this article: No rating Please login or register to post comments.