Technology combines phone and web advice

MoneyPilot is a new subsidiary of Principal – now Wales’ largest building society - which has been created to offer consumers a combined ‘phone to screen’ telephone and internet-based advice service so the client can see exactly what work is being completed during the advice process, and gives them the option of saving any piece of information onto their computer or printing it at any time. It’s actually a sophisticated lead generation service which asks the consumer to book a call back session and complete a registration screen. According to the oline demo, in returning the call, the a...