Following a successful pilot resulting in 97% positive customer feedback, Wesleyan, one of the UK’s financially strongest mutuals with over 300 consultants is rolling out the ability for customers to receive advice remotely using Vizolution’s award-winning screen sharing solution, vScreen.
vScreen allows a presenter to remotely and securely share visual information with a customer on a real time basis during a call. vScreen gives Wesleyan’s financial consultants the ability to provide remote advice to customers at a time and in a way that is most convenient for the customer. The session is fully compliant and removes breaks from the sales process as documents can be sent and received digitally in a secure manner.
The pilot revealed some remarkable results, delivering customer satisfaction of 97%. By removing travel time, Wesleyan estimates that financial consultants could save up to 2.5 hours per meeting giving them more time to see more customers.
Vizolution CEO Bill Safran said, “We are very pleased to welcome Wesleyan as our latest customer and are confident that using vScreen will enable even higher levels of customer interaction, understanding and engagement. During the pilot Wesleyan proved that remote advice is a viable, cost effective solution. “Wesleyan’s 340 nationwide consultants will use vScreen to discuss a range of financial products with its clients. Some of our customers find savings per session over a physical appointment means vScreen pays for itself with the first session of the month.”
Samantha Porter, Wesleyan’s Group Sales & Marketing Director said: “Increased customer choice is at the heart of our decision to introduce remote advice. Once a customer has an established relationship with their financial consultant, they do not necessarily want a face to face meeting every time they want to transact business. “Using vScreen customers are able to see the same documents as the consultant which provides real clarity. We’ve had great feedback from customers who appreciate the speed at which business can be done and the convenience, including not having to tidy the house ahead of a face-to-face appointment!”
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