Making Online Advice Work

Air Date: Wednesday, March 12, 2008

Cost: $250

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Presented By:

Who should attend: eBusiness & Channel Strategy professionals, Customer Experience professionals, and Vendor Strategy professionals

Description:

Complicated financial products confuse most consumers, yet only 29% of Europeans say they rely on financial advice from professionals. Outdated methods for delivering advice are largely to blame, failing to cost-effectively deliver the right advice at the right time to the right customers. Financial services companies need to embrace the Internet for advice as they have done with other products and services. Online advice tools can not only help clients achieve their financial goals but can also reduce the cost of delivering advice and make the advice given more relevant. This teleconference will address why financial services firms need online advice tools, and show what makes for a best practice advice tool.

Agenda

• Why do current advice delivery methods need to change?
• How can online advice tools improve customer experience and your bottom line?
• How do you build a build best practice online advice tool?

Vendors mentioned: Distribution Technology, and Advice America

Related Research:

Why Financial Company Web Sites Need Online Advice Tools

by Alyson Clarke, February 7, 2008

Technical requirements:

An Internet connection and a one-time download of the WebEx™ Player are required.