Digital Collaboration and Customer Onboarding
Convenient. Personalized. Fast.
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.
What can Digital Collaboration & Customer Onboarding do for you and your business?
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.
Move the entire onboarding process online using secure messaging, content collaboration, screen sharing, and real-time meetings.
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.
Capture and archive recordings of all customer interactions, both mobile and video, to meet MiFID II & KYC requirements.
Take a closer look
Lightweight, cloud-based solution runs on any device or browser, even 3G.
Capture and archive recordings of all customer interactions, both audio and video.
Protecting data in transit, data at rest, and network.
Read, download, and share
Other ways we can assist you
Whether you're looking for a specific business solution or just need some questions answered, we're here to help.