Digital Client Interaction

Being close to your customers while being distant

Goal

Digital services, geographical distances or travel restrictions call for solutions that allow client advisors to be close to their clients from a distance and offer tailor-made advisory solutions.

Insight & Action

In cooperation with providers of digital conversation and co-browsing platforms, Knowledge Lab offers cost-efficient solutions for virtual collaboration, based on the banks' existing digital channels as e.g. their e-banking solution, integrated into the current system landscape. The high expectations regarding the quality of the customer experience and the security requirements are equally met.

Results

Specific use cases, such as digital investment advisory, can be implemented and demonstrated directly on Knowledge Lab's own innovation platform "IVA", integrating the solutions of technology partners. This ensures that the final solution not only offers a seamlessly integrated process, but also an experience that will leave a long lasting impression.