Yorkshire Building Society Launch Financial Advice By Video

Yorkshire Building Society has launched a new service allowing customers to receive financial advice by video conferencing.

Financial advice by video

The new service, which they claim is a first from a major UK building society, means that customers can get investment advice on how to make their money work for them from the comfort of their own home.

Appointments are available between 9am and 7pm Monday to Friday.

The service  will allow financial advisers to give customers at-home advice and share documents, via any tablet, laptop or desk-top computer.

Simon Broadley, Head of Investments at Yorkshire Building Society, said:

“We are very proud that, along with our advice provider Legal & General, we are one of the first UK financial services institutions to offer this comprehensive service, helping our customers fit gaining high-quality financial advice into their every-day lives.

“We know that many of our customers have very busy lives and it can be difficult to make time for investment advice due to their existing commitments. Technology has the power to instantly connect customers with a fully-qualified financial adviser – we want to ensure that making your money work for you is as easy as making a video call on a tablet.

“That’s why we’ve launched this innovative service, which utilises the latest in secure video conferencing technology to allow customers to access fully-qualified experts in the UK from the comfort of their own homes at a time which suits them. The technology is so sophisticated we can advise, share documents on the screen and agree investment plans all on the same call.”

Nationwide NOW

Nationwide Building Society have offered advice by video from a number of their branches for a while, via their Nationwide NOW service. By November 2015 they’ll have the service available in 400 branches. Here’s a video of it in action:

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