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