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.

Invo Solutions Features
Video Banking From Any Device

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.

Document signing integrations

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

Marketing and advertising solutions

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.

Scheduling, chat, and co-browsing add-ons

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.

Feature Image
Invo Solutions 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

Get more details to see how Invo Solutions can help your financial institution.

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