Digital Collaboration

last update  10/10/2016
 
 

Banca Generali launches its Digital Collaboration, the newest tool designed to manage the relationship between customers and financial advisors in a simple and immediate way. Designed and developed specifically for smartphones and tablets, the app allows to access and remotely approve the investments agreed with your consultant.

Compared to the regular models of the long-distance relationship management, Digital Collaboration keeps the center the figure of the consultant, accompanying step by step his client in the various operations. A revolution in the approach to service that reflects the centrality of the relationship between the professional and his clients, thus ensuring maximum customization and quality in meeting the needs of each. In addition to approving a distance of investment operations, the app allows you to easily and quickly other operations, such as updating of the identification and modification of access to their home banking credentials.

The advantages of the new Digital Collaboration Banca Generali are: its ease of use, efficiency and immediacy of graphical user interfaces, as well as the speed and security in the Execution of investment operations. The app allows you to keep track in the database of all investment proposals received and approved. Moreover, in all the navigation screens are available to contact direct instruments with the consultant, to be activated in case of need.

 

Generali Group
Numero Verde 800-155155