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Revolutionize Customer Engagement with Video Banking

An engaging and secure banking experience that connects customers with your subject matter experts, across the customer journey.

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A Seamless and Integrated End-to-End Experience

  • Through the Virtual Assistant, Customers can begin a conversation that prompts scheduling a Video Banking Appointment with a banking specialist 
  • Customers can book a video appointments in advance with an agent that fits their needs  
  • Live Agents can engage in a face-to-face video call without the need of a web conferencing application like Zoom or Webex.  
  • Enhanced features like co-browsing, DocuSign, and identity management can be utilized to perform intricate and personalized actions.

Enable more face-to-face interactions that humanize conversations and increase satisfaction

Provide customers with the option to pre-schedule appointments with employees best equipped to solve specific customer questions or needs.

Pre-Scheduled Video Appointments

Video Banking sessions can be initiated or scheduled from customer knowledge bases. Customers can also be transferred from a Virtual Assistant to a live human agent via Video Banking. And, from a voice, SMS, or WhatsApp conversation, agents can suggest, or customers can ask for a face-to-face video call.

Other Video Banking Access Points

Immediately connect customers who visit your locations with specialized agents located elsewhere. Overcome staffing constraints and maximize engagement.

Boost Staff Utilization

Enable customers to meet with specialized resources to handle specific queries, boosting staff efficiency and promoting customer satisfaction.

Enhance the Customer Experience with Personalized Banking Expertise Through Video Consultations

  • Enhanced Personal Connection Visual Cues

    Video interactions allow dor visual communication enhancing the personal connection and trust.

  • Higher Engagement and Satisfaction

    Video is an interactive medium by default which can lead to increase customer satisfaction and retention of information shared.

  • Real-Time Feedback in Customer Service

    Representatives can gauge customer reactions instantly and adjust their approach accordingly, leading to more tailored and effective service.

Customer Stories

CEMEX

“Engageware enabled us to deliver superior customer service while optimizing efficiency for both customers and the sales team. By saving time, streamlining access to information, and providing clear presentation of data, it allows us to allocate more resources to higher-value processes.

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Elevate Support Effectiveness With Complementary Solutions

  • VIRTUAL ASSISTANT

    Offer 24/7 real-time support through an AI virtual assistant, resolving up to 98% of inquiries instantly. Seamlessly transition to live agents for complex issues, ensuring smooth, continuous customer service across all digital channels.
    See how it works

  • EMPLOYEE KNOWLEDGE MANAGEMENT

    Seamlessly integrate Live with Employee Knowledge Management, powered by Generative AI, to support agents in real-time. Live agents can instantly access accurate information from the AI-driven knowledge base, resolving complex queries efficiently without switching platforms, boosting both performance and customer satisfaction.
    See how it works

  • APPOINTMENT SCHEDULING

    Easily integrate Live with Appointment Scheduling to enable customers and agents to book meetings with subject matter experts at convenient times. This ensures timely, personalized support that fits the customer’s schedule, enhancing service and satisfaction.
    See how it works