Transform customer experiences in your branches
With modern devices running Windows 10, your employees can escape from behind fixed workstations to meet customer wherever they are in-branch. Mobile devices make it possible to perform ‘line-busting’ so your staff can process customer transactions while customers are still queuing. In addition, Windows 10 technology can be used to power interactive, digital displays, which enable customers to self-serve and discover relevant offers.
Connect with clients remotely
Windows devices allow financial advisors to connect with customers and provide client services on-the-go. Advisors can create an engaging experience by sharing their screen to review the client’s financial information in real-time, while delivering personalised recommendations.
Personalised insurance sales
Insurance agents can deliver a more personal and interactive client experience when they use a Windows device to help explain complex products. With secure access to customer data, agents can deliver tailored solutions specific to each client.
Streamline insurance claims management
With one device running Windows 10, adjustors can be more productive in the office, on-the-go or at home. They can capture data including signatures, take photographs, and submit claims in real time.
Sign documents anywhere
Windows Ink is a new pen-friendly interface that can be used by anyone with a touchscreen computer or tablet. DocuSign is an incredibly convenient app that will allow your employees to electronically sign documents and collect signatures from customers. The app lets users sign with a mouse, finger or stylus. The real beauty for the financial services industry is that documents signed with DocuSign are legally binding. The app’s digital signatures comply with the eSign Act. Plus all documents are encrypted, include a tamper-proof seal and have a complete transaction history.
https://enterprise.microsoft.com/en-gb/articles/industries/banking-and-capital-markets/windows-10-increasing-productivity-financial-institutions/?wt.mc_id=AID611465_QSG_SCL_152751