On Demand Webcast: Transforming Retail Financial Services with Devices and Services
Event ID: 1032582629
Language(s): English.
Product(s): Microsoft Azure and Windows Server.
Audience(s): IT Decision Maker, Non-Tech Influencing BDM and Tech Influencing BDM.
 Webcast: Transforming Retail Financial Services with Devices and Services
 

Join us for an Exclusive Webcast on how Microsoft Technologies are Transforming Retail Financial Services.

On this webcast you will experience how a devices and services strategy can help create rich, mobile, in branch experiences that work well in the new, open space, non-traditional bank floor plans.  These new floor plans are focused on delivering what the branch does best, which is selling high profit products and deepening relationships with customers.  A new collaborative way of selling breaks down barriers to the sales process to engage customers directly into solution creation, product mix and what-if scenarios.

See how a custom built Windows 8.1 application can be used on many different devices while leveraging a host of cloud services like Dynamics CRM, Azure and advanced collaboration technology to provide a rich experience for bank/brokerage employees and their customers.


See a demo, which will take you through a branch greeter experience of engaging customers as they enter the branch to a meeting with the institute’s relationship manager. This will include scheduling and coordinating calendars by the greeter with the customer on-half of the relationship manager,, reviewing the customer’s investment portfolio and signing up for a new service that will continue the experience for the customer in the online channel with advanced services provided by the cloud.



Speakers:

Colleen Healy
General Manager, Financial Services

Marley Gray
Director Tech Strategy, Financial Services

 

Register for event
Duration: 45 minute(s)
Add a calendar reminder
Register