What is omni-channel servicing?

Omni-channel servicing is the provision of several communication channels via which the advisor and client can interact and includes both traditional channels (eg. face-to-face meetings, phone call, email etc.) with newer digital channels (such as real-time messaging, video, voice and real-time collaboration tools). This allows advisors to interact with their clients via their preferred channels from anywhere and at any time – exchanging information and documents all within a secure environment.   

Sign up to our Newsletter

Client Onboarding