For the 150,000 clients of Slovenská sporiteľňa who have a personal banker, Slovakia’s largest bank introduced in October the new service Financial Planning via virtual meetings in the Microsoft Teams app.
How does it work?
“From the client’s point of view, a meeting through Teams is basically the same as if they had experienced it in the branch. The personal banker explains the individual products and possible variants of the financial plan to you, with the aid of a camera and tablet, which is the basic working tool for servicing clients at our bank.” explains Michal Orlovský, responsible for managing clients’ assets at Slovenská sporiteľňa, adding: “In addition to communication with the consultant, the client also has the opportunity to conclude transactions without visiting a branch, as a call is subsequently made and recorded. The client can now conveniently set up various forms of savings and investments, as well as cover risks, thanks to insurance, or set up a 2nd or 3rd pillar pension”.