A new generation of investors are looking at the future of wealth management differently. New investment decisions will be more digitized and focus on mobile convenience with a deeper personal engagement.
“By 2030, over a third of Asia’s wealth will be passed down to the younger generation and 64% of financial services industry clients plan to increase their use of digital tools, accelerating the evolution in investor mindset”, shared Annabel Spring, Chief Executive, Global Private Banking and Wealth at HSBC.
The young’s penchant for technology and a deep desire to reshape the wealth management industry will remove the disconnect between relationship managers and consumers, leading to a dynamic and fast-growing market.
imBee brings digital communication opportunities to the table with its One Team Inbox. The One Team Inbox infuses instant messengers and human expertise to create a hybrid customer engagement model, this faster and more personal approach adapts to the modern customer behavior and benefits enterprises to build better relationships.
Digital transformation will provide faster, more accurate and bespoke customer services to all.
Quick, accurate and personalized replies are the key to stellar customer service. imBee’s enterprise feature updates include ‘Quick Reply’ and ‘Individual Scheduled Messages’.
Quick Reply offers a selection of predefined message replies for various departments in the FSI industry to respond to customers’ frequently asked questions; the feature also comes with the option to edit or create more specific answers to achieve a solid understanding between users.
Scheduled Messaging permits relationship managers or customer services agents to customize their ideal time and date for sending out messages to customers in advance or to better manage messaging timeframes. Agents are now able to provide customers with a much more streamlined customer experience journey and an overall improvement in customer satisfaction.
Personal QR codes can be shared with customers via an agent’s business card or email for a direct, one-to-one conversation on the company’s certified WhatsApp Business API account with an assigned agent. Customers are guaranteed an authentic conversation between the company and this reduces the occurrence of fraudulent encounters while easily contacting the same agent throughout the customer journey.
imBee insures FSI enterprises with the key elements of security and immediacy to help their customers stay ahead of the game when it comes to managing their wealth and portfolios. By keeping up with customer’s needs and wants, enterprises can easily retain customer loyalty by referencing their latest preferences and meet important legal compliance requirements.