Pexip Engage for financial services

Customer meeting with a financial advisor

The best way for financial advisors to connect with their clients

 

Being in high demand, financial advisors can often find it challenging to optimize every conversation they have. Delivering quality, personalized experiences while following GDPR and closing sales is a lot to think about. Especially now when customer expectations are higher than ever.

82%

of millennials are willing to book an appointment with their financial advisor

74 basic appointment scheduling statistics: 2021/2022 data analysis and market share
75%

of millennials are open to having a video meeting with their financial advisor

10 insights on young people’s expectations of banks
67%

of customers will invest more in service after a prescheduled visit

2019 customer engagement and loyalty statistics

Schedule. Meet. Win.

More than just appointment software. Pexip Engage helps in making client-facing advisors available by offering frictionless scheduling & video experience.

Financial service enterprises that rely on Pexip Engage

P&V increases agent productivity and client satisfaction

P&V stands for Prévoyance & Voorzorg, a Belgian cooperative insurance company.

 

"What was very interesting for us is that Pexip Engage is integrated with Salesforce so that leads are created automatically, and appointments are linked to the right lead/client, a very big plus to increase our efficiency." 

 

Ine, Omnichannel Project owner at P&V

 

 

p&v

P&V office meeting room interior

Buying a dream home is made easier with Pexip Engage

Hypotheek.winkel offers guidance throughout acquiring property and mediation in mortgage credits.

 

“Pexip Engage works closely with their customers to improve their product, and they intensively worked with us to remove all barriers. They always go the extra mile. For this, I consider them one of our true business partners.”

 

David Geerts CEO of hypotheek.winkel

 

 

hypotheek winkel

hypotheek.winkel office interior

Solidaris grow its business during the pandemic

Social insurance fund Solidaris provides face-to-face consultation services, helping clients with tax and social security advice. 

 

“We found that automated scheduling expanded our opening hours, helping us support the public at a time of great need, which was an excellent outcome.”

 

Francis Sörensen, Process & Digital Transformation Manager, Social insurance fund Solidaris

 

logo-solidaris-v-align (2)

Child playing in tree branches while mother is watching
Insurance

P&V increases agent productivity and client satisfaction

P&V stands for Prévoyance & Voorzorg, a Belgian cooperative insurance company.

 

"What was very interesting for us is that Pexip Engage is integrated with Salesforce so that leads are created automatically, and appointments are linked to the right lead/client, a very big plus to increase our efficiency." 

 

Ine, Omnichannel Project owner at P&V

 

 

p&v

P&V office meeting room interior
Mortgage advisory

Buying a dream home is made easier with Pexip Engage

Hypotheek.winkel offers guidance throughout acquiring property and mediation in mortgage credits.

 

“Pexip Engage works closely with their customers to improve their product, and they intensively worked with us to remove all barriers. They always go the extra mile. For this, I consider them one of our true business partners.”

 

David Geerts CEO of hypotheek.winkel

 

 

hypotheek winkel

hypotheek.winkel office interior
Social insurance

Solidaris grow its business during the pandemic

Social insurance fund Solidaris provides face-to-face consultation services, helping clients with tax and social security advice. 

 

“We found that automated scheduling expanded our opening hours, helping us support the public at a time of great need, which was an excellent outcome.”

 

Francis Sörensen, Process & Digital Transformation Manager, Social insurance fund Solidaris

 

logo-solidaris-v-align (2)

Child playing in tree branches while mother is watching

How Retail Banks can master Customer Engagement

Get your free copy of our guide and learn how to win more customers and scale your business.

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Industry-leading benefits

Harness the wave of digital transformation and accelerate your business with Pexip Engage.
Real-time meeting insights

Real-time insights, capturing all commercial, scheduled activities, and agent performance for customer-facing agent networks.

Increased advisor productivity

In automating manual tasks, our software has been proven to increase productivity by up to 20% per individual.

Reduce no-show appointments

Reduce no-shows and cancellations with automatic reminders and easy re-scheduling.

Boosted conversion

Pexip Engage boosts conversion rates from online visitors to actual meetings by up to 30%.

Easy to use

User-friendly scheduling and meeting experience that drives customer satisfaction.

Branded solutions

Offer a fully branded experience by integrating Pexip Engage in all your customer touchpoints.

Ready to learn more?

Connect with prospects, customers, and clients through a user-friendly and intuitive scheduling interface with high-quality integrated Pexip video meetings.
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