At the best of times, it can be difficult to know who to turn to. In these current times, customer services teams are over-run with worried calls from clients who are concerned about their money and need some reassurance.
With so many people stuck at home, reaching out to clients digitally can help to solve many of the shortfalls which are being encountered by customer service teams.
Wealth Wizards has created a new ‘COVID-19’ module which can be white-labelled to a client’s brand and tone of voice. It is an online ‘financial survival module’ designed for people who have been impacted financially by the effects of lockdown and don’t know where to turn. Customers are able to access help digitally, in an instant and thanks to automated processes, get an immediate solution to their query.
It includes guidance in areas such as how to cope if your work situation changes, what to do if you’d like to convert your investments into cash and how to create a new household budget. It can also act as a triage tool, directing the customer to a financial adviser for more complex cases.
If you would like to learn more about the COVID-19 toolkit, get in touch with firstname.lastname@example.org.