Wesleyan claims its financial consultants saved enough mileage last month to circumnavigate the globe following the introduction of a remote advice service.
Wesleyan, the specialist financial services provider for doctors, dentists, lawyers and teachers, introduced Vizolution’s vScreen earlier this year to enable its c.350 financial consultants around the country to provide remote advice to customers.
Using vScreen, Wesleyan’s advisers can remotely and securely share visual information with a customer on a real time basis during a call. This has dramatically reduced the amount of miles they need to travel to provide the specialist one-to-one advice. In June, this amounted to more than 30,000 miles, the equivalent of driving around the world.
Samantha Porter, Wesleyan’s group sales & marketing director, said: “Wesleyan will continue to give specialist individual advice to our customers, but in many circumstances there is no need for this to be a face-to-face meeting. In June we calculated that by using vScreen’s remote meeting technology, our financial consultants saved over 30,000 miles – which is more than the circumference of the Earth – as well as more than 1,600 hours in travel time and preparing for meetings.
“This service is already proving popular with customers, with advice given through the remote service receiving 97% positive feedback.”
Bill Safran, Vizolution’s CEO, added: “We’re extremely pleased with the positive effect that vScreen is having on the provision of advice and especially additional customer choice for Wesleyan clients.
“Feedback from Wesleyan financial consultants has been very positive with many examples how vScreen has improved the advice process. One adviser saved themselves time and stress by not having to drive through central London at peak time, while another reported how he was able to provide a client with important mortgage advice while they were on holiday.
“These are the kind of real world results that show how powerful a tool vScreen is and what a positive benefit can be gained with no loss of customer experience.”
