Banking

Firm Qualifies More Client Leads With Online Meetings

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Executive Summary

Kinetic Securities is a stock brokerage and advisory firm, their challenge is to keep clients up to date on latest service offerings and updates to online trading platforms, reduce cost of travel to client sites and schedule meetings more flexibly and improve client service by providing rich, interactive online meeting experience. They chose Cisco to overcome these challenges. Sanlam implemented Cisco WebEx technology. The results of deploying Cisco were robust video capability provides face-to-face meetings with clients and prospects, strong security features protect confidential client financial information and easy-to-use support materials allow staff to self-train and utilize advanced features. The results of deploying Cisco were qualified 25 percent more client sales leads and reduced travel costs by 30 percent and gained competitive advantage by communicating with clients.

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