Client engagement is predicated on advisors cultivating strong relationships with their clients.
Clients expect a high level of communication and personalization from their advisors, and these demands have continued to grow throughout the uncertainty of COVID-19. The success of advisors to deliver on these expectations now relies on their ability to integrate the benefits of in-person engagements on a digital platform.
Challo delivers benefits to your client engagements in two key ways:
Centralize communications and increase efficiency
Challo enables video conferencing and collaboration across company boundaries for both clients and partners simultaneously. Whereas most collaboration solutions are built for internal collaboration, Challo has been built from the ground up with cross-boundary collaboration in mind. Your clients, vendors, and internal teams can use Challo together like a virtual office, to meet, discuss, and drive your sales-cycle.
The secure experience Challo offers is entirely browser-based, so the meeting experience is easy to use and requires no-downloads. Challo works across all browsers on both desktop and mobile, so advisors can spend their time focussed on the business at hand, not troubleshooting their client’s technical issues.
Challo centralizes more than just communication, it provides a means for everyone to bring their content from their online office suites, or application integrations, providing everyone with a view of the content, while respecting the original privileges and permissions. This is of huge benefit for multi-step processes that may take more than one call to complete. The Challo workspace remains for the client and advisor to come back to, to review, to ask questions, and most importantly, stay engaged throughout the process.
Challo collaboration is transparent collaboration. All parties can see, share, and speak to content that results in the development of trust between you and your client. Using Challo, advisors have an arsenal of tools that they can use to take clients directly to relevant information, so they can make impactful decisions. For example, using present mode to navigate documents so that advisors can take clients to specific areas their clients need to know about without the security concerns of sharing your screen. This type of interaction builds the client confidence and is more like a traditional in-person meeting.
Grow your business and be of greater value to your clients
Challo workspace initialization is flexible; for example, by using a short-code advisors can intercept high-value prospect calls from PSTN and direct their client directly to a personal workspace to guide them through multi-step processes.
Workspaces persist for the duration of an engagement, so you and your clients can come back, find the information they need, and you can continue to evolve the context for their specific journey.
Unique features such as breakout rooms gives advisors a private space to load financial plans, review it with their teams internally, seek approval, and then when it’s ready, promote it to the main workspace to share it with the client. Also, document present lets both client and advisor navigate documents together for an unparalleled personalized experience. This means that advisors don’t have to share their entire screen, and risk sharing sensitive information, instead only the chosen document is viewed together.
As a platform, Challo provides the option to store meeting recordings, transcripts and other collaboration artefacts using the company’s storage platform of choice (including: AWS and Azure). This means that the company has control of its data, choosing where it resides and the ability to perform legal holds and e-discovery. With a full audit trail, rich-replay of collaboration sessions including video, chat, content share, single-sign on support, and compliance. CafeX covers it all.
To find out more about how Challo can invigorate your banking processes, see: Challo—Client engagement