Our Microsoft Surface Strategic Partner IntuiLab has released a video showing their retirement planning application for financial services. IntuiLab created the application for Groupama, and it’s already been deployed in two of Groupama’s branch offices. This is a great example of how Surface can enhance the experience in consultations with two or more people. The financial advisor sits across the table from the client, who has the best view of their planning scenario. The customer has a sense of being in control of their situation when entering financial data, while the advisor is able assist and discuss the choices made and explain the outcomes with the added value of their experience.
[Video: Retirement Planning for Groupama]