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Engage with potential customers browsing on your partners' site

- Offer financial advice and solutions at the right time for the customer

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Improve customer experience by integrating professional financial advice seamlessly with the purchase journey taking place on the hosting partner's website.

Offer your services to potential customers using features such as live chat, embedded on the partner website. This can be used to help customers apply for a loan while browsing a property website, for example.

By reading this paper, you will:

  • Gain insight into contextual sales and virtual branches  

  • Understand the tech behind the service
  • Get 3 tried and tested ideas to start with

Fill in your details to read the whitepaper