BAI Featured Innovation

Bring a human connection to remote banking, insurance, and financial services


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Remote channels have become the primary method for new account openings, loans and financial advice. But how can organizations deliver a personal touch in a remote, non-face-to-face world and drive digital customer engagement virtually? This eBook explains what tools advisors and agents can use to recreate the power of the face-to-face meeting in end-to-end digital processes.