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
Get 3 tried and tested ideas to start with