Banking Transformed with Jim Marous cover image

Modernizing Complex Banking Customer Engagements

Banking Transformed with Jim Marous

00:00

The Power of Our Schedule Product Works

Jim: Imagine if you can just go to a site and say, you know, ih've some questions about my home equity. And it may also bring in a mortgage specialist to cluding in the meeting. It'll go across those two calendars with your financial adviser and the mortgage specialist,. And by default, will include the right parties in that. But we ought to confine it to that, do we? I mean, we can bring in outside parties through this same tool as well.

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