In the customer portal, logged in customers can easily book an appointment with their preferred or personal advisor. In this use case, we see that for Nate Nosocks the preferred advisor is ‘Vicky Wilson’,who is aJunior Client Advisor. If Nate wants to book an appointment with Vicky, the advisor is pre-filled during the scheduling flow.
The benefits of this use case are
- time savingsfor the customer during the scheduling flow
- user friendliness & convenience
- personal connection to the advisor
- customer-centric approach
If Nate wants to have a meeting with another advisor (given differences in expertise, etc.), he can use the CTA at the top of the webpage.
Note: Max Murdoch's preferred advisor is '*Allana Jones', who is aSenior District Manager.*This demonstrates the difference in preferred advisor between a low-value customer (Nate Nosocks) and a high-value customer (Max Murdoch).