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Wesleyan to use vScreen

Sarah Davidson

February 11, 2015

Customers can receive remote advice using vScreen, while by removing travel time Wesleyan estimates that financial consultants could save up to 2.5 hours per meeting.

Bill Safran, Vizolution chief executive, said, “During the pilot Wesleyan proved that remote advice is a viable, cost effective solution.

“Wesleyan’s 340 nationwide consultants will use vScreen to discuss a range of financial products with its clients.

“Some of our customers find savings per session over a physical appointment means vScreen pays for itself with the first session of the month.”

During the pilot vScreen achieved 97% satisfaction from the mutual’s customers.

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 vScreen 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.”


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