• Reducing the cost of travel
    • How much does the monthly licence cost compare with the cost of filling your car, how much do you spend on petrol/diesel/electricity for travel?
  • Ability to support more clients. Can you actually conduct four or five virtual client meetings in a day in when you might only have been able to have two physical meetings?
  • Fewer client meeting rooms needed by firm
    • How could you better use the space liberated?
    • Consider turning a meeting room into a number of small video booths
  • Easier compliance (ability to record audio and/or video)
  • Easier to generate meeting notes (many systems will give you a transcript of the discussion)
  • Can you process business faster by using digital signatures as part of the Virtual Meeting process?

 

When using more sophisticated systems (those designed for financial services):

  • The ability to understand where clients are getting stuck on your website
  • Being able to co-browse and help them complete processes
  • Increased conversion rates for enquiries