Presentation of visual materials most often is accomplished through one of two primary methodologies. The web conferencing software may show participants an image of the presenter's computer screen (or desktop). Again, depending upon the product, the software may show the entire visible desktop area or may allow selection of a physical area or application running on the presenter's computer. The second method relies on an upload and conversion process (most commonly consisting of Microsoft PowerPoint files, other Microsoft Office electronic documents, or Adobe PDF documents).
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Customers know that private sessions allow them permission to ask endless questions and discuss their unique obstacles in a safe, constructive setting. You can build immense trust and loyalty through calls like this and transform customers into brand evangelists that double-duty as promotional machines for you. Thirty to 60-minute calls work great. You could even record these calls and repurpose them as products in the future. Cha-ching.
Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael … Continue Reading...
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