Convenient. Personalized. Fast.
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.
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.