High Net-Worth & Private Banking
High net worth clients require specialist banking advice, and financial institutions must provide expert services and find innovative ways to maintain a competitive advantage. For tax, retirement and estate planning, these high net worth clients and the mass-affluent market are migrating to financial firms that can deliver world-class advice & guidance, at the moment they are required.
- Leverage new technology platforms such as mobile & tablets to provide improved real-time communication – demanded by the increasingly tech-savvy HNWIs
- Improve trust & confidence in advisors & wealth management firms with more regular face-to-face relationships
- Address high net-worth customer retention by providing the most personal service for customers to communicate in HD, from their own homes, as and when needed.
- Access to remote experts and instantly connect clients, experts, staff & managers into a multi-party meeting at the touch of a button
HNWIs are becoming tech savvy- both young and old. They are spending more time online, and are demanding increased communication in this space. Reporting needs of HNWIs is also on the rise as they invest across complex products and demand periodic updates on their holdings.
Professional Video Communications Solutions for global wealth management firms, private financial advisers, specialist banking and asset managers can provide the tools to ensure that customers are provided the expert services they need, whilst greatly improving relationships with valuable customers.
VideoCentric’s Video Conferencing solutions for the financial sector provide an innovative way to interact with customers, improve services and increase productivity, whilst greatly reducing overheads & costs. Find out more about our Finance Solutions & previous customers here.
