Applications that have amazing functionality but are not reliable and secure are of little worth. Security is one aspect of this, reliability is another. One critical aspect in the spotlight is having a managed and controlled environment customers can trust. This is an important consideration-especially in an increasingly technological world. Today’s requirements are to be able to offer a dedicated, high touch service to clients who now expect digital offerings. This feeds in well to expectations around customer convenience and service levels. Moxtra powers organizations’ own branded portals, acting as a controlled environment for all business needs rather than directing customers to rely on disparate unmanaged communications tools for sensitive interactions. Thus, organizations can have transparent overview of all business communications and assurances of safe online practices through their encrypted portal. Moxtra’s One –Stop Collaboration Platform keeps all interactions all in one place. Having better and more efficient workflows and task management tools also forms an increasingly important part of the collaboration offering and the ability to feed into other applications, such as CRM and compliance related toolkits is, of course, a must too. Indeed, today’s communication puts the emphasis on a two-way collaboration and convenience between the customer and the advisor. There is also the need for the advisor to arrive at the conversation fully armed with the complete remote communication capabilities such as screen sharing, document access, digital signature and annotated notes in one communications portal. This goes way beyond a conversation that is related to a transaction or a one-way push of content, data and notifications to the client. Convenience is key and so it’s all about the method of communication and the speed at which the advisor can be contacted. Businesses must adapt.īut today it is about so much more than the conversation itself. In the aftermath expectations have changed to a digital and customer centric model. Indeed, the financial industry has reacted well to customer demand for choice and convenience and moved to provide an omni-channel service: To deliver to customer expectations, it has become a necessity for businesses to deploy a digital offering and a one-stop service experience for the convenience of customers.Īll of this was already in play before Covid-19, but the pandemic has moved it all into sharp focus. Technological innovation has changed the art of the possible - from face to face, to everything digital. The way in which advisors keep in touch and provide service to their clients has altered dramatically. Communications and the relationship have long since been the most important factors in the success of the advisor-client relationship.
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