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Solutions – Vertical Market Solutions – Financial

Video-enabled interaction transforms the delivery of financial organizations’ products and services. Having life-like video meetings is a cost-effective alternative to in-person interactions, driving revenue generation and delivery of services. Think of your branches as a network of resources, not just physical locations – the network is optimized to better serve customer segments and manage demand, increasing staff productivity.

Financial Resources

FINANCIAL MARKET BENEFITS

OPPORTUNITIES

Customer Acquisition - Growth/Expansion
Visual collaboration can be used to grow a business, expand into new markets and manage customer opportunities. Applications include:
- Customer planning, tracking and review
- Regular, visual contact with customers
- White glove services
- Training (employees, branch, partners)
- Acquisition/organization integration
Customer Retention
Video collaboration tools for remote resources can be used to enhance brand-to-headquarters support; end user-to-branch support; visual information; and service kiosks for multi-product or multi-language experts.

Applications include:
- Improved branch office strategies
- Remote expert
- Improved staffing models
- New products/programs launch and Q&A
- Multi-lingual support
Benefits include:
- Reduced time/cost per support call
- Improved customer satisfaction
- Competitive differentiation
Knowledge Worker Collaboration: Training/Distance Learning
Video enables remote, interactive training, utilizing more frequent sessions versus one-time, on-site classes. And, experts can present remotely. Video also eliminates extensive planning or traveling.

Applications include:
- New product/policy training
- Best practices training
Benefits include:
- Knowledgeable sales force
- Minimize time out of field
- Reduced travel costs

USE CASES

WHY PINNACA?

As a true visual communication managed services provider, Pinnaca delivers a portfolio of comprehensive solutions designed to help financial organizations achieve their business initiatives. Learn from users in the financial industry who have partnered with Pinnaca to implement industry-leading video technologies. Benefit from our video applications, achievements and best practices.

CURRENT APPLICATION

Solutions vary, but all follow the principle of higher value interactions equaling a better experience for both customer and advisor. Here are solutions currently deployed by financial organizations today:

Video communication enables on-demand staffing
Video technology is used by Human Resources departments to conduct remote interviews, recruiting, and employee training
Video technology is used in branch offices & customer centers dealing with loans or business services
Video terminals are outfitted in branches to provide customers with access to remote experts
Video streaming provides services to customers while they are within the bank
Streaming/webcasting provides staff education and training
Video communication & technology is used by executives to attend board meetings & deliver leadership announcements