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.
“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."
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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.
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.
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.
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.
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.
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.
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