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Financial Advisor

  • Video Calling Customer Service Video Calling Financial

Financial agents such as bankers and certified financial planners use video to deliver personalized service and consultation on financing planning, answering client questions and  investment portfolio options.

  • Securely discuss confidential information
  • Communicate with clients from anywhere
  • Share files without worry through an encrypted network










Video Conferencing Support For Financial Institutions Use Case

Richard works as a certified financial planner for a top financial institution that manages over 400 million dollars in assets. One of Richard’s top clients, Jim, is looking to make a few changes to his portfolio and needs some advice on asset management. This particular client makes every decision with his wife so all three parties will need to be a part of the discussion.

This week is a bit different. Jim is at a convention in Atlanta while his wife is still at their home in Orange County. Richard recommends a multi-party video conference through his company’s secure online platform and sends his clients a link to the video call.

Jim, who is in the dining hall of the convention center logs into the video call using his mobile device while his wife uses her laptop at home. Before they get started, Richard assures his clients that this video call is using a secure network and that all data transferred during this call is encrypted and private. To guide the conversation a bit easier, Richard uses the SightCall screen sharing option to navigate through the paperwork and highlight some of the unclear language. Richard also sent over files using SightCall file sharing so that both Jim and his wife can easily look at charts and graphs to help them come to a decision.

Note: User story is provided for illustration purposes only, and any resemblance to actual persons is unintentional and purely coincidental.

90%

90% of American households engage in some type of financial planning.

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Financial Advisor

Financial agents such as bankers and certified financial planners use video to deliver personalized service and consultation on financing planning, answering client questions and  investment portfolio options. Securely discuss confidential information Communicate with clients [...]

About the Author:

This is the "wpengine" admin user that our staff uses to gain access to your admin area to provide support and troubleshooting. It can only be accessed by a button in our secure log that auto generates a password and dumps that password after the staff member has logged in. We have taken extreme measures to ensure that our own user is not going to be misused to harm any of our clients sites.