VIRTUAL BRANCH

Nowadays people prefer to deal with everything via the Internet, as it is the easiest and fastest way. They require their bank to adapt to their needs. Clients want to communicate with their bank just like they do with their friends and family: via social media, on the go, whenever they need to. They want their bank to be available 24/7. Virtual Branch is the answer to those needs.

Thanks to Virtual Branch clients don’t need to visit a bank anymore. They have contact with a real person through various communication channels and can share documents with them. Any operation can be dealt with by a virtual branch now. It wouldn’t be possible through a simple application because a bank’s complicated products – like investment funds or mortgages – require direct contact with a bank consultant.

VIRTUAL BRANCH CONSISTS OF VARIOUS MODULES, WHICH INCREASE THE BANK CUSTOMER’S USER EXPERIENCE:

  • Text chat, video chat and audio chat – a variety of communication channels to allow clients to choose the best way of holding a conversation.
  • File sharing between a consultant and a customer.
  • Presentation of materials to a customer, when both consultant and client track actions and changes made to the document.
  • Transaction authorization –an application allows a client to sign deals with a bank: they see a deal on their screen, accept it, receive an SMS and give authorization.
  • Chat history – all files shared, all deals signed and all information exchanged is available for the client.
  • Conversation summary – after a conversation, an automatic summary is generated and is received by the client. All agreements, products bought, deals made and other relevant information is in one place.

BENEFITS

The easiness of integration with call center software
Collaboration mode & transactions authorization
Unique user experience in multichannel environment: video, audio, chat

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