Source: TANDBERG

Date: October 2005

Type: White Paper

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Overview: Retail banks and brokerage firms are waging an ongoing battle to find and keep the right types of customers — those with the potential to grow their accounts and assets as their life stages change. Finding and keeping these customer relationships depends heavily upon loyalty to the bank and the number of products under management. These two factors can be traced directly to satisfaction with bank staff at the local branch. Doesn’t it make sense to “arm” your staff with the best tools and technology to ensure a high customer retention rate and product cross-sell ratio? TANDBERG has developed a visual communication solution, known as the Real-time Advisor, that provides retail banks and brokerage firms a collaboration methodology. This unparalleled solution combines video communication technology, PC presentations and collaboration with the ability to monitor the availability, or presence, of the subject matter expert in a manner that appears routine and engaging to the customer.

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