Elizabeth and Michael decide to buy a property together and research listings to visit on the weekend. While online Elizabeth receives an ad from her bank illustrating mortgage products and loyal customer pricing. She clicks through and is redirected to the bank’s loan products and saves the url link.
Elizabeth and Michael are pleased to learn that Elizabeth’s bank provides a digital interactive needs assessment tool and rewards Elizabeth’s existing banking relationship. They make an appointment to meet the in-branch financial advisor using the bank’s mobile appointment tool.
Before the meeting, Michael provides consent for Elizabeth's bank to view his financial profile.
At the meeting, the financial advisor is able to assess both Elizabeth and Michael’s financial position, confirm their specific needs details and inform them of further product bundling benefits if they open a joint online account to service their new mortgage.
As the meeting comes to a close, the financial advisor suggests in future they might like to meet with him virtually in the bank's new VR environment.