Firm Qualifies Leads with Online Meetings
Keep clients up to date on latest service offerings and updates to online trading platforms.
Video capabilities enrich remote client meetings while powerful security helps protect confidential financial information.
- 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