As more of the deal life cycle transitions to video, client-facing advisors require a professional video setting to meet with clients, prospects and executives. Built-in laptop cameras and audio just won’t cut it. Instead, intermediaries require speaker tracking and high-quality optics with lighting balance to ensure that a poor audio and video experience does not obscure their pitch delivery.

Capital markets 
Trading floors are a hive of activity, but background noise can make it difficult for sellers and traders to communicate with clients. Trading floors looking to pivot from centralised floor plans to more decentralised ways of working must consider additional settings like the home office. Equipping staff with the right collaboration tools to work from anywhere – including noise-cancelling headsets – will continue to increase in importance, as workers expect their employers to support them with the hardware they need.

Specialist requirements 
Institutional investors, wealth managers, retail banks and insurers all have specific requirements and face their own challenges in enabling hybrid working. They must balance client requests for timely service with the increased workloads of volatile markets. Encourage clients to familiarise themselves with digital service offerings can alleviate pressure on agents, and premium virtual experiences can be delivered that provide human connections without face-to-face meetings.

The right tools in a digital first world  
Adopting better tools is not only about enabling workplace efficiencies and flexibility for employees to work remotely. Some financial service providers have noticed that customers often prefer to interact from the comfort of their own homes, finding this more informal setting more conducive to making personal financial decisions.

The financial industry is composed of many types of businesses offering widely diverse services and products to a wide range of customers. Therefore, hybrid working should not be viewed as a one-size-fits-all situation. The professional tasks and responsibilities of workers are not the only considerations for financial services organisations. In addition to ensuring solutions achieve compliance, enable workers to perform their jobs and satisfy customers, financial organisations must also consider the different needs of the individuals that work within it.

Match tools to people  
Sales and contact centre agents, for example, have different needs to client-facing deal teams in M&A. Call centre agents need to be comfortable, with hands-free headsets that prioritise clear audio and enable a distraction-free environment, while deal teams need embedded technology to track speakers as they talk, so they can hear every nuance and give equal weight to all involved in the interaction. Similarly, road warriors who visit customers and spend more time travelling need compact, portable tools that are simple to connect and enable them to stay in touch with customers and colleagues, regardless of their locations.

The financial industry is changing where it requires its people to work from, and customers welcome digital service provision. However, this is a highly sensitive market, so quality experiences, comfort and ease of use over long periods must be prioritised to make finance move out of the traditional office and into the hybrid environment a reality.

To learn more, download the Poly whitepaper here.  

 

 



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