Financial Services

The Financial Services industry faces multiple challenges to servicing, retaining and winning new customers. Heightened competition means you must adopt new methods to differentiate your product and service offerings. WebEx on-demand collaborative solutions can help you improve internal training and support, increase client touch, and generate new leads. Use web collaboration for rapid product roll-outs, secure compliant online communications, enhanced client contact and dynamic interactive events and webinars. Try it for yourself with a 14-day free trial and see how WebEx collaborative software can help you.

Focus on capturing untapped client cross-sell potential, build customer loyalty, and create a differentiated service in a saturated market with web collaboration software. WebEx solutions enhance client touch, accelerate loan and account processing, ensure compliant secure communications, and increase team collaboration and online selling.

Deliver an effective wealth management process, keep your brand promise and win market share. Engage your customer throughout the wealth engagement process with online events and webinars. Increase wallet share and decrease client attrition.

Collaborate online and compete with an online sales model where competitors can expedite the customer lead generation and sales process. Accelerate processes like lead generation and qualification, new contract processing, and effective agent training, all of which result in increased ROI.

Execute new sales opportunities with online selling and support existing customers with web collaboration services, including web meetings and webinars. Train employees and partners with online training and ensure compliance with government requirements and corporate mandates.

Keep your employees aware of regulatory changes and quickly get them trained and certified on new and updated processes. WebEx provides SEC Rule 17a-4/NASD 3010 compliance with the only Retention Solution in the market built especially for Financial Services organizations. Count on reliable world-class performance and exceptional security of company and client information, delivered on-demand over the WebEx MediaTone™ network, our private global network.

WebEx gives you a secure, reliable, on-demand collaboration platform, independent of software application, user location, or hardware configuration. Our customer success stories will show you how companies likes yours are using WebEx to improve their business processes. See how WebEx can benefit your entire organization.

• Danvers Bank
• FACTS Management

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