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Vancouver, BC – November 12, 2020 – BlueShore Financial has introduced a new mobile financial messaging tool, Temenos Infinity Engage, to digitize its high-end client experience. Face-to-Face interactions are key to BlueShore’s sophisticated advisory experience, which can now be delivered virtually and securely.
The global pandemic has changed the way clients and advisors are interacting, but the need for connection and a personal touch are greater than ever. In combination with BlueShore’s existing technology infrastructure, clients can now converse with their advisor face-to-face by video or through chat using their own device knowing the conversation is secure and private, as befitting any financial discussion. The solution’s interface is both familiar and effortless for clients to use.
“Our promise to clients has always been to provide expert advice and solutions that meet their unique needs - that comes with having a consistent point of contact and deep relationships with our advisors and associates. As a part of our greater digital strategy, Temenos Infinity Engage will help us humanize the digital client experience,” said Chris Catliff, President and CEO, BlueShore Financial. “Our goal is to enhance the advisory experience using state-of-the-art technology. We can respond to our clients’ financial needs conveniently, securely and digitally but most importantly, personally.”
“We are pleased to expand our relationship with BlueShore, and to help the team take their organization to the next level. BlueShore recognizes that in order to grow and continue to be successful, you must always push the boundaries of how things have always been done. Temenos Infinity is a unique “human digital banking” platform,” said Alexa Guenoun, President, Americas and Global Head of Partners, Temenos. “With Temenos Infinity Engage, BlueShore can provide the intimacy and engagement its clients love, in a secure, always available, fully digital way. We’re delighted that we can help them increase their agility, resilience, and enhance the customer experience with this latest expansion of the relationship.”
Clients will benefit from BlueShore’s premium client experience, now through anytime, anywhere access. In addition, Temenos Infinity Engage will allow call centre associates to assist multiple clients at the same time through “parallel process” to ensure client needs are continually being met. The adoption of Temenos Infinity Engage is further demonstration of BlueShore’s continued response to the changing environment, while pushing its digital transformation further than before.
About BlueShore Financial
BlueShore Financial is a boutique financial institution providing a full range of personal and business banking, wealth management, insurance and commercial lending solutions. With a branch network located across the Lower Mainland and Sea-to-Sky Corridor, BlueShore Financial helps clients achieve financial wellness® through personalized solutions and expert advice, delivered in a unique Financial Spa® branch environment. BlueShore Financial manages over $6.5 billion in Assets Under Administration and is consistently ranked among the top 20 financial planning firms in Metro Vancouver.
BlueShore Financial is an Imagine Canada Caring Company, contributing at least 1% of pre-tax profits annually to charities and not-for-profit organizations within the communities it serves. BlueShore Financial is the operating name of BlueShore Financial Credit Union.
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