Rise of conversational banking - transforming mobile client advice

Conversational banking transforms mobile client advice

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Social messaging apps, such as WhatsApp or WeChat, fundamentally changed the way we interact with each other. However, this transformation is only just making its way to wealth management. Clients’ expectations of digital services have grown in such a way, that top tier services are no longer excepted from this trend. Wealth management clients expect to communicate on their preferred channels. Financial institutions have a chance to catch up by equipping their relationship managers (RMs) with a secure mobile application to connect with their clients on-the-go and be supported by AI all the way.

Learn more about:

  • The impact of social messaging on wealth management
  • How the convenience of social messaging raises the interaction with relationship managers (RM) to a new level
  • How to embed the RM's mobile endpoint on a social messaging app into a wealth management workplace in a secure and compliant manner
  • The seamless integration of natural language processing (NLP) and artificial intelligence (AI) in mobile conversation