
Rebuilding Strong Customer Relationships in Financial Services with Live Engagement
- 1.Live video assistance: Next-generation customer experience for financial services
- 2.Website Magazine: Live Video Assistance – The Key to Successful Online Customer Service
- 3.Customers need online banking to be just as good as branch visits – Vee24 Live Engagement can make it even better.
- 4.Information Age – Customers need online banking to be better than a branch visit
- 5.BobsGuide article – Can technology create an online banking experience more personal than a branch visit?
- 6.How to Get Started with Live Video Engagement for Credit Unions
- 7.How to Get Started with Live Video Engagement for Finance
- 8.CNNMoney Interview with Priya Iyer, CEO of Vee24 – To stay competitive, US call centers are training workers to be super agents
- 9.Finance Digest – 3 Ways Financial Institutions Can Leverage Live Engagement On Social Media
- 10.Global Banking & Finance Review, Page 58-59: 3 Ways That Brands Can Leverage Live Engagement on Social Media
- 11.The Next Best Thing in Online Banking: Live Video Chat
- 12.Real World Insights from KBC Bank – How Their Customer Experience Evolved with Live Engagement
- 13.KBC Offers Certainty on Home Loans in Just Ten Minutes
- 14.Join Us at Retail Banking 2019 in Austin, TX
- 15.Vee24 Published in Global Banking & Finance Review – 3 Ways That Brands Can Leverage Live Engagement on Social Media
- 16.Financial IT – Customer Experience Trends in Banking to Watch for
- 17.Digitalist Magazine Featured Vee24 – Customer Experience Trends in Banking to Watch for
- 18.Global Banking & Finance Review – The Customer Trends in Banking to Watch for
- 19.Vee24 Featured in Finance Digest – Customer Experience Trends in Banking to Watch for
- 20.Customer Experience Trends in Banking to Watch for in 2019
- 21.How ChatBOTs are Changing the Face of Banking
- 22.5 Key Experiences to Drive Conversions in Retail
- 23.US Insurer, Veronica’s Insurance, selects Vee24 to extend their Digital Transformation Vision with Live Customer Engagement Technology
- 24.Rebuilding Strong Customer Relationships in Financial Services with Live Engagement
- 25.Leveraging AI Chatbots, as part of the customer’s online journey
- 26.4 Key Engagements to Drive Conversions in Financial Services
- 27.Co-Browsing & Co-Form Fill: the Future of Financial Services
- 28.Five Things Every Credit Union Should Consider When Using AI-Powered Bots & Live Engagement to Create the Ideal Member Experience
- 29.My First Savings Account was the Beginning of my Financial Services Fascination
- 30.Top 3 Ways Digital-Savvy Tools are Re-shaping the “Bank of the Future”
- 31.Is the Auto Dealership Dead? How to sell in a changing automotive landscape
- 32.How To Design, Build & Launch A Best-In-Class ChatBOT Recorded Webinar
- 33.How To Design, Build & Launch A Best-In-Class ChatBOT
- 34.Designing Chatbots to Build a Better Online Banking Experience
- 35.Must-Have Digital Collaboration Tools for Financial Services Success
- 36.Video Chat Brings Immersive, Personalized Customer Engagement to Online Banking

Digitization and mobile banking continue to increase. Financial institutions are being confronted with customers focusing on ease of use and access first, causing the traditional branch-based model to become rapidly outdated. While internet and mobile banking creates efficiency on both sides, a real concern for financial institutions is the loss of relationship with the customer. The adoption of online banking has fundamentally shifted customer interactions with financial institutions to be much more transactional. Financial institutions, from banks, broker-dealers, asset management, and insurance companies, will have to take this into account when building strategic plans for their future.
“We bring the in-branch experience to online banking through live engagement, transforming the way institutions think about their branches”
To win customer loyalty today and in the future, innovative financial institutions are using live engagement solutions to meet their customers’ online. They do this by chatting and co-browsing with customers, bringing the in-branch experience on-line and providing a more personal touch in the process. The ability to ask for help during an internet banking session or scheduling an online video appointment with their retail branch manager, brings back the strong relationship that branches enabled.
