Financial Services

Meet customers over video and win the digital age

Digitize sales with Demodesk - built for insurance, banking and financial services. Deliver a superior customer and agent experience, standardize processes and increase conversion rates. Compliant with GDPR, MiFID II and FinVermV.

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4.6/5

4.7/5

Unlocking Digital Sales: Clark’s Winning Strategy with Demodesk

“Demodesk enables us to make customer conversations consistent and of high quality on a large scale, resulting in a significant 90% increase in conversion rates."

100% higher

conversion rates

25% shorter

sales cycles

30% higher

reachability

Read customer story

Provide an outstanding omnichannel experience for customer and agent

Join from any device or browser by clicking on a custom branded link, no downloads are required for anyone
Provide the most professional and intuitive interface that’s tailor-made for omnichannel sales and save users from any unnecessary features or functionalities
Enjoy secure, encrypted, high quality video, audio, screen sharing, e-signature, white board, and co-browsing on web applications - all built for hybrid digital sales

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Increase revenue and productivity with cutting-edge technology

Share content on a collaborative virtual screen instead of sharing the local desktop - work together with your customer like you were sitting next to each other
Support agents in real-time during the meeting with personalized slides, product information, customer data from the CRM and objection handling techniques
Save agents from repetitive tasks and automate meeting scheduling, meeting preparation, CRM documentation and e-mail follow-up

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Standardize processes and control all workflows from one central place

Let leads book meetings directly on your website, qualify them automatically, route meetings to the right host and manage all customer meetings from a central dashboard
Ensure everyone delivers the perfect pitch by centrally managing playbooks and talk tracks that guide agents in real-time during the meeting
Get full visibility into all meeting activities, build a library of calls with GDPR compliant auto-recording and analyze playbook adherence to ensure everyone stays on track

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Demodesk makes digital sales easy for insurance and financial services providers

Higher efficiency

Connect with customers via video, eliminating the need for inefficient and costly travel. Provide advice as if you were in the same room, review documents collaboratively, fill out forms together, and sign contracts digitally.

Additionally, Demodesk enhances agents' success with live real-time guidance and AI-based sales coaching during meetings.

More revenue

Complex products and services require personalized guidance and human consultation. In contrast to phone or email, Demodesk video meetings significantly increase your likelihood of successfully closing deals.

Demodesk provides a professional meeting environment customized for remote customer consultations.

New customers

Young audiences seek both personal support and 24/7 access through all digital channels. Video chats are a part of their daily life.

Demodesk offers contemporary service, opening doors to new customer demographics for your company.

Better service

Flexibility and remote work have gained immense importance for both agents and customers. Online video consultation offers a time-saving service with a personal touch for advisors and clients alike.

Video consultation makes your sales highly efficient and flexible, even in home offices and without physical customer contact.

Process control

Demodesk is tailored for larger sales teams, offering the capability to standardize and oversee the complete sales process, spanning from scheduling to conducting and analyzing meetings.

It is fully compliant with GDPR and all other data privacy and compliance regulations governing financial consultations including MiFID II and FinVermV.

More insights

Customer conversations no longer need to be a mystery. Automatically track meeting outcomes like no-shows and cancellations without the manual effort.

Gain insights into meeting dynamics and pinpoint areas where product or process enhancements are needed to maintain a competitive edge.