Or think of investments. This is a typical subject that people are reluctant to open up about. What do they find important with investments, who do they invest with and how much is the invested capital? The poll function creates the opportunity to ask these kind of questions directly. Because of the setting of the webinar, participants often tend to share their preferences in large numbers. What you would never know otherwise, you know now. Our handy tool also ensures that all these insights end up in a clear report.

In addition to valuable customer insights, the webinar offers an expansion of the database. This results in new customers and potentially more profits.

Webinars for intermediaries

For financial institutions it is important to be ‘top of mind’ with intermediaries. They determine which products they bring to the attention of their customers. They often have the choice between, for example, dozens of mortgages. It is impossible for an intermediary to advise all of those to their clients. Experience shows that they only choose products that they themselves know well, appreciate and trust. If they are unsure about a product, they are less likely to advise it.

For the bank, a webinar has the additional advantage that it provides insight into the questions that intermediaries have. For example, by asking polls and opening the chat, our platform automatically generates a useful report with insights. When it’s clear what the intermediary is dealing with, you can apply this information in other marketing or product descriptions. In this way, the webinar functions as a good tool to collect customer insights.