HSBC adds video calls to online investment advice service

HSBC UK has become the first bank in the UK to launch a video call support feature as part of its online investment advice service, My Investment.

The new feature, Remote Assisted Digital, will allow customers to complete a booking request through HSBC’s My Investment public website page and organise a Zoom appointment to complete their journey.

HSBC said the call would be with one of its wealth engagement officers, who are specially trained in discussing wealth and insurance products, and who will support the customer through the journey online.

The launch of Remote Assisted Digital follows the introduction of a live chat functionality last year, which allowed customers to have on-screen conversations at any step of the investment process with HSBC wealth engagement officers.

HSBC suggested the new service would be especially useful to the 65% of My Investment users who are first-time investors.

Head of wealth management at HSBC UK, James Hewitson, commented: “We know that the majority of our customers are novice investors. Taking the first leap into investing can feel like a big decision and we want to help our customers by providing this extra level of support.

“A conversation with an expert adds that human touch and can provide reassurance that investors are making the right decision. We are on hand to help our customers navigate their investment journey.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


Is 2025 the year of the remortgage?
An estimated 1.8 million fixed rate mortgage deals are due to expire in 2025, 400,000 more than in 2024. This surge in remortgaging presents a critical opportunity for mortgage brokers to offer essential advice and financial support to homeowners across the UK, ensuring they transition smoothly to new deals amid stabilising interest rates and heightened affordability checks.


The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.

The UK housing market in 2024
The performance of the UK housing market in 2024 has largely exceeded many people's expectations, although challenges remain for first-time buyers due to house prices increasing and a testing rental market for many. Regional disparities, such as the North-South divide, also continue to influence housing accessibility and affordability for many buyers in pockets of the country.