Digital customer advice
Opportunities and challenges
The ti&m channel suite branch solution combines traditional customer advice with the advantages of digital capabilities. To meet your customers’ needs. Digital customer advice for the financial sector. Our solution for the financial sector. ti&m’s digital customer advice enables the advisor to follow the customer into the digital age. Customers place value on trust. Personal contact with a consultant remains an important component of the sales strategy, especially when dealing with complex products and concerns.
However, with the increasing prevalence of digitalization, customers are used to communicating digitally. Social media platforms – Skype, WhatsApp, Snapchat, Facebook, and LinkedIn – are leading the way.
But customer advisors today still have to use traditional channels such as telephone and email. As a result, they cannot keep up with their customers properly in the digital age. ti&m’s digital customer advice closes this gap and enables the advisor to extend the customer conversation into the digital world.
USED BUSINESS MODULES
Consultation meetings, perfectly organized and prepared.
Secure and customer-oriented communication, simple channel.
Written communication over a secure channel.
Secure and centralized document management.
Flexible onboarding. Because first impressions matter.
The intelligent solution for your online mortgage.
Our robo-advisor: as flexible as your customers’ investment needs.
Five financial calculators combined in one module.