Personalized Service Without the Overhead

Customers are demanding more personalized service and greater convenience. Support customers with real-time secure video, chat, e-forms, and e-signature services using our innovative collaboration and customer onboarding platform.

Benefits

What can Digital Collaboration & Customer Onboarding do for you and your business?

  • Reduce abandonment rates

    Enable customers to electronically sign and submit paperwork for a faster, more convenient experience. No need to mail, fax, or return paperwork to a branch.

  • Streamline customer onboarding

    Move the entire onboarding process online using secure messaging, content collaboration, screen sharing, and real-time meetings.

  • Provide personalized service

    Support customers with real-time face-to-face conversations and guided assistance through their computer, tablet, or mobile phone. No need to build or maintain brick-and-mortar locations.

  • Stay compliant

    Capture and archive recordings of all customer interactions, both mobile and video, to meet MiFID II & KYC requirements.

Features

Take a closer look

  • Fast Setup

    Lightweight, cloud-based solution runs on any device or browser, even 3G.

  • MiFID II & KYC Compliant

    Capture and archive recordings of all customer interactions, both audio and video.

  • Security

    Protecting data in transit, data at rest, and network.

Resources

Read, download, and share

  • White Paper

    Streamlining the retail banking customer's experience with seamless authentication

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  • Webinar

    Transform the customer experience and accelerate transactions with omni-channel collaboration

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  • Brief

    Digital collaboration & customer onboarding

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Let's talk

Whether you're looking for a specific business solution or just need some questions answered, we're here to help.