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The Scoop > Case Studies | Videos

Connecting with clients on their terms

Discover how BMO InvestorLine is elevating digital client service with Agent IQ.

In this short testimonial, Ralph Conforti, Senior Manager, Strategy & Transformation, shares how the team scaled their support model across mobile and web by implementing live chat and co-browsing. The solution helps them meet clients when, where, and how they prefer to engage. It also enables better support for both English and French-speaking clients and gives staff visibility into what clients are experiencing to improve troubleshooting.

If you want to see what modern, client-first engagement looks like, watch how BMO InvestorLine is making it happen.

 

 

 

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