Best Practice Events & Live Case Studies

We facilitate Live Case Studies and best practice days, to share learning from our Award winners and finalists over the summer months, especially from the Transformation & Innovation Awards. This is another great opportunity to learn about the fantastic things that these organisations have achieved. These are interactive events to allow plenty of time for questions with key stakeholders in the transformation and networking with other delegates focussed on the same challenges. 

As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

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Santander 2014 Case Study: Easy & immediate: making calls visual

Published on 27 April 2014

Santander 2014 Case Study: Easy & immediate: making calls visual

See how Santander use screen sharing technology to replicate the branch experience on sales calls, raising customer satisfaction to 97%, cutting credit card fulfilment times 75% and lifting revenue 17%.

Santander has created a new channel of choice for their credit card customers using vScreen’s secure and compliant web based screen sharing. Personal banking consultants use shared screens to visually guide customers through product information on the call to help choose the right financial product for them. The customer can read, digest and save regulatory documents on their own device, and provide a digital signature acknowledging their acceptance and understanding. All this happens in real-time – becoming a vital communication tool because it personalises the telephone sales experience and eliminates or streamlines back office processes. What’s more, legal documents were simplified, making them easier to absorb and acknowledge in real time.

Read the full case study here

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As a member, you are not on your own but part of a community with others facing many similar challenges. We are here to help you to make a tangible impact in your organisation and show how developing the capability of each specialist professional function is fundamental to your business.

Book for one of our events to experience our exceptional community or get in touch to talk about how we can help you and your teams to be fully effective in adding value to your business. Email advice@theforum.social, call 0333 123 5960 or contact any of The Forum team