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...

In February 1998, Starlight Networks[22] released StarLive! (the exclamation point being part of the product name).[23] The press release said "customers can access familiar Web browser interfaces to view live and pre-recorded corporate presentations, along with synchronized slides. End users can communicate directly with the presenter using real-time chat technology and other Web-based collaboration tools."
You can do this through statistics or survey results from your existing customers. Imagine the conversion capability of a statement like, “Seventy percent of customers using our product shaved 10 points off their golf game within a month!” You can just hear them clicking your CTA. Just be sure not to make any outrageous claims—especially income claims. You want to preserve their sense of trust in you.

Create a presentation you can deliver which is related to that product. The presentation should be helpful and useful, and mostly pure content. If the webinar is going to be an hour long, then you should have at least 45-50 minutes of good, solid content in there before you ever even talk about the product. An exception would be if the entire point of the webinar is how to use that product.


Web conferencing software is invoked by all participants in a web meeting. Some technologies include software and functionality that differs for presenters and attendees. Software may run as a web browser application (often relying on Adobe Flash, Java, or WebRTC to provide the operational platform). Other web conferencing technologies require download and installation of software on each participant's computer, which is invoked as a local application. Many web conferencing vendors provide the central connectivity and provisioning of meeting "ports" or "seats" as a hosted web service, while others allow the web conference host to install and run the software on its own local servers. Another installation option from certain vendors allows for use of a proprietary computer appliance that is installed at the hosting company's physical location.

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).

Once you’ve revealed what’s behind the curtain, your next job is to drive the sale home with some old-fashioned psychology. This is where you remind them of their misery and how your product can swoop in to save them. Create a visual of success they can relate to, and use the word “imagine,” as it’s one of the most powerful words in the English language.
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