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A flexible, safe, private video conferencing solution that financial institutions can rely on.
Help staff troubleshoot using Screen Sharing to guide them. Assist a client with their online banking account using digital annotation tools to markup and direct navigation in real-time.
Searchable note-taking is taken care of with the AI-powered feature, Cue™. Perfect for capturing key metrics, and daily tips with managers and investors, Cue™ brings together detailed summaries, recordings, and transcriptions easily and effectively.
Make clients feel comfortable in an online setting with video meetings that forge trust, build relationships and expedite processes. With video conferencing, loan processing times are shortened, and wealth management is simplified. No more waiting in line.
Update investors and high-value clients using video calling for appointments and follow-ups that require facetime. Unite staff across branches and offices via effective online training, onboarding, and learning sessions.
Instill trust and confidence across all user touchpoints. Provide clients with your institution’s recognizable logos and colors from the start to the finish of the video interaction including the Online Meeting Room, Custom Hold Music, and Virtual Background.
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