Event description

Now more than ever, we need to reach customers online. However, how do you complete all the formalities related to loans or insurance without meeting the client face to face? What will the future of the financial industry look like?

Our several years of experience working with companies in the financial industry show that the key challenges include:

• digitization of the off-line sales process, which will comply with the latest law and guidelines;
• transformation of the stationary customer service model;
• providing agents with such a tool that they will realistically use in their daily work;
• reporting sales results and after-sales service.

During the upcoming webinar, we will tell you what the work of a credit and insurance expert might look like in the future. However, this is not a vision straight from the scince fiction movie, but real, fully compliant with Polish law possibilities offered by cloud tools. You just need to know how to use them.

The event will be held in the Polish language. If you want to know more visit this website.