Features

Get the most out of your digital platforms

We created Invo Video Banking with the sole purpose of helping your financial institution serve all customers. Today, we offer more features than ever before that will dramatically improve how your customers engage with you, as well as increase the productivity of your staff.

What we offer

  • With Invo Video Banking, your customers can reach you anywhere they have internet access. Whether it is from their phone via Invo Mobile, on their desktop via Invo Web, or in a branch via Invo Kiosk.

  • We offer a built-in electronic signature solution, as well as variety of integration opportunities for signature pad integrations, including DocuSign and HelloSign.

  • Your video banking environment will have a virtual waiting room as calls are placed and customers are waiting to be connected. During these times, your institution will have marketing and advertising capabilities within the software to promote deals and new functionalities.

  • Along with our core software, your institution can add-on revolutionary features such as Invo Booking, Invo Chat, and our brand new co-browsing feature.

Additional Features

Invo Video Banking

  • Multi-device accessibility
  • Co-worker partner calls
  • Customer SMS/Email intra-call invitations
  • Document upload technology
  • Additional features available, such as Invo Booking, Invo Chat, and co-browsing.

Invo Chat

  • Financial industry specific Intent-based chatbot
  • Fully customizable intent library
  • Built-in website widget
  • Ability to escalate to live video or phone calls
  • Allow customers to leave messages for follow-up

Invo Concierge

  • Assisted-service and self-Service customer engagement functionality
  • Tablet-based lobby management
  • Coordinate customers to Invo Kiosk stations
  • Assign customer to branch in-person meetings
  • Schedule future meetings with Invo Booking enabled

Invo Kiosk

  • Video-based personal interactions to manage simple to complex customer needs
  • Document imaging and upload
  • Custom marketing and advertising platform
  • Document anonymously view all customer-employee
  • Interactions with standard video call recording

Invo Lobby

  • Ultimate in-branch physical and digital engagement platform
  • Manage customer experiences to connect needs to resources
  • Maximize efficiency by bringing any staff resource anywhere into every branch
  • Built-in eSignature and document scanning functionality
  • Additional features available: Invo Concierge and Invo Booking
  • Required with Invo Kiosk

See how Invo can help your financial institution.