Live Chat: Best Practices in Financial Services
Currently, the majority of financial services firms rely on mail, phone, and, to a lesser extent, email communication between investors and firms. However, recently the option for instant messaging has become a popular feature to incorporate on a website for fast, immediate and convenient assistance.
The Dalbar Live Chat: Best Practices in Financial Services Report provides perspective on the evolution of Live Chat and identifies the best practices, both from a service and technological perspective. This report also provides insight on how to successfully implement chat and pitfalls to avoid as well as a glimpse at the next iteration of this tool.
What is included in the review?
The report provides an overview of:
- Advantages of chat for both firms and consumers
- Best practices
- Practices to avoid
- Effectively implementing live chat
- The next step in the development of chat
- Screenshots of the chat best practices
What is the Cost?
For more information please contact firstname.lastname@example.org