INDUSTRY SOLUTIONS | FINANCIAL SERVICES
XpertSHARE™ transforms the economics of financial professional services delivery, opening new markets, increasing revenue, and driving productivity.
Financial Services organizations deliver an array of expertise-based services to their clients – generally in person or over the telephone. Each service is designed to address opportunities in specific financial market segments - at a particular price or cost. The spectrum of these services and the skills required to deliver them range from call center-based telephone support for mass retail products and services to specialized advising for high net worth individuals or institutional clients. The following diagram captures the relationship between cost and service complexity.
XpertSHARE provides financial services organizations with a new way to serve clients on demand – and to reach a broader market cost-effectively with its advisory services and financial products. XpertSHARE helps financial services organizations improve the customer experience and achieve results in five ways:
1. Grow revenue by offering complex products and services that require human expertise and interaction on an on-demand basis to a broader market.
2. Lower costs and improve customer access to company expertise by consolidating existing centers of expertise and better leveraging expertise across the organization.
3. Improve client and partner support by directing calls intelligently throughout the services channel and by applying pre-existing solutions, knowledge and experience.
4. Develops a new source of real-time business intelligence. The aggregation of expert advisory session data reveals critical business intelligence that may influence client services, products, advising methodologies, training, hiring, and best practices.
5. Creates an archived record – useful for legal, compliance and other business matters such as Sarbanes-Oxley.
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