Behavioral Banking
Learn More About Behavioral BankingMax gives every user their own personal digital financial assistant offering support, tips, and guidance right when they need it.
What makes Max so successful is the ability to:
- Build rapport by assisting customers exactly when they need it
- Make each person feel like they are the most important customer
- Curate every conversation for maximum relevance
- Individualize and personalize every interaction
- Leverage all available information to enhance the experience
- Ask the right questions to ensure the customer feels truly understood
Live Results: Working With a Tier 1 Canadian Financial Institution
" It has a huge impact - especially when we launch a new product. It takes time to get your advisors on board and up to speed as well as time to contact the clients. Today, we can talk to the clients where they are and help them understand which products are relevant for them and we see a very high impact. "- Nathalie Larue, Executive Vice-President, Strategy, Marketing and Personal Services, Desjardins