By Rachel Schnoll for ThinkAdvisor
By necessity, those of us in the financial services industry have embraced video conferencing as a part of our day-to-day work. While the health of our families and colleagues is our top priority, we should not overlook the value of virtual meetings as an addition to our client experience toolkit — and a powerful way to add scale to your firm.
This has not been a smooth ride, even if you were fortunate enough to have hit the ground running with remote work equipment and technical know-how already in place. Across the industry, our tools didn’t always work the way they should.