Wesleyan to use Vizolution to provide remote advice to customers

Published on

Wesleyan is launching a new remote advice service.

Following a successful pilot project, resulting in 97% positive customer feedback, the mutual business is rolling out the option to receive advice remotely using Vizolution’s vScreen screen sharing platform with a secure, encrypted internet connection.

Customers in the pilot said they valued the convenience and speed with which business could be done and the clarity provided by seeing documents on screen.

Samantha Porter, Wesleyan’s group sales and marketing director, said: “Increased customer choice is at the heart of our decision to introduce remote advice. Once a customer has an established relationship with their financial consultant, they do not necessarily want a face to face meeting every time they want to transact business.

“Using the screen sharing solution, customers are able to see the same documents as the consultant which provides real clarity. We’ve had great feedback from customers who appreciate the speed at which business can be done and the convenience, including not having to tidy the house ahead of a face-to-face appointment.”

Wesleyan will use Vizolution’s vScreen technology as a platform, which can be used with any pc, tablet or mobile device that has access to the internet. Customer and financial consultant see the same screen view meaning documents and papers can be shared.

By removing travel time, Wesleyan estimates that financial consultants could save up to 2.5 hours per meeting giving them more time to see more customer, which will help the mutual in its attempt to strengthen its hold within its chosen markets of doctors, dentists, lawyers and teachers.

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

International landlords drive surge in buy-to-let company formations

One in five buy-to-let companies incorporated in the UK this year has at least...

The Tipton & Coseley widens expat residential mortgage range

Tipton & Coseley Building Society has expanded its offering for expat residential borrowers by...

The Right Mortgage launches ‘Opportunity Insights’ podcast series

The Right Mortgage & Protection Network has unveiled a new podcast series aimed at...

Fleet Mortgages adds new products alongside rate and fee cuts

Fleet Mortgages has announced a raft of changes to its fixed-rate buy-to-let range, including...

Foundation Home Loans adds larger loans and 80% LTV options to Specials range

Foundation Home Loans has overhauled its buy-to-let Specials range, raising loan limits, introducing new...

Latest publication

Latest opinions

Could a move to ‘enhanced advice’ also mean mandatory protection conversations?

The FCA’s recent Mortgage Market Discussion Paper (DP25/2) has got the industry talking about...

Take off the rose-tinted glasses and stop chasing a rate cut

Every six weeks the financial world raises its eyebrows at the prospect of a...

Job cuts to inflation shock: preparing for a mortgage arrears crisis

The latest data on jobs paints a picture of a rapidly weakening labour market. The...

URGENT! AI Is coming for you. Or maybe not…

I’ll try to make this as straight to the point as I can. The...

Other news

Could a move to ‘enhanced advice’ also mean mandatory protection conversations?

The FCA’s recent Mortgage Market Discussion Paper (DP25/2) has got the industry talking about...

International landlords drive surge in buy-to-let company formations

One in five buy-to-let companies incorporated in the UK this year has at least...

The Tipton & Coseley widens expat residential mortgage range

Tipton & Coseley Building Society has expanded its offering for expat residential borrowers by...