Video Banking Technology Demo

What You’ll Learn in a Live Video Banking Technology Demo:

  • How it works from a customer’s perspective
  • Customer workflow: three options to connect
  • Queue management: 1:1 and 1:many
  • The simplicity of use and training requirements
  • Capturing instant customer and banker feedback
  • Real-time “air traffic control” features
  • Reporting and analytics dashboard

Three Simple Ways to Connect with Customers

Direct Connect

Directly connect with your customers from a personal, dedicated video phone number.


Share your secured direct link, providing you instantaneous connection with your customers.

Text Link

Send an SMS text to customers to instantly connect with one touch!

- 2 Click Simplicity
- 100% White Labeled Customer Experience
- Browser-Based
- Beyond 1:1 Video Calls


    Video Banking Technology Demo

    Digital Transformation in Banking Podcast
    Carrie asks the questions you are scared to ask, we talk through industry problems and innovative ways to pave the future. She interviews innovative C-level executives from around the world that are changing the game in financial services. Learn tips, best practices, and lessons learned from top industry executives.

    Increase your online conversion rates and application throughput rates with digital customer acquisition in banking and financial services.

    Learn how video banking can increase conversion:

    Reduce Incomplete Applications

    Reduce application abandonment rate with video chat + screen share. Proactively guide the experience to increase conversions

    Product Questions and Advice

    Increase online conversion rates up to 40% with video chat readily available on complex, competitive and high-touch product pages.

    Geographical Reach

    Expand digital sales reach beyond physical branch radius. Build high trust face-to-face relationships virtually.

    Emotional Connection

    Create memorable relationships vs. phone conversations. 8 out of 10 video banking prospects remember defined characteristics from the conversation vs. 5/10 phone calls cannot remember the name of whom they spoke to.

    Cost To Acquire

    Reduce costs of channel switching from online to branch to open new accounts. Reduce drop-off rate and support centralized.

    Virtual Workforce

    Optimize specialized workforce across branch locations and online for immediate new product assistance.