Strengthen Loyalty and Connection
Enhance your team's capabilities with video banking tools that seamlessly engage with customers face-to-face through a secure channel, regardless of their location or device.
Maximize conversions by leveraging video banking with our other integrated tools within a single seamless session.
Resolve problems quickly and efficiently through one or two-way video chat, accessible wherever your customers are.
Enable staff to provide more personalized assistance to customers, resulting in a more satisfying customer experience.
Invo Video Banking Use Cases
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Invo Video Banking allows customers to receive expert guidance on opening new accounts, with representatives showcasing various options and assisting with digital applications. The seamless exchange of documents and real-time collaboration ensures a streamlined process, eliminating the need for physical visits or tedious paperwork.
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Invo Video banking allows loan officers to guide customers through the application process, explaining the required documentation, answering questions, and providing personalized advice. They can also review and verify documents in real-time, ensuring accuracy and reducing the chances of errors. This collaborative approach streamlines the application process and enhances the overall customer experience.
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Invo Video Banking allows customers to engage in a face-to-face interaction with a financial advisor, fostering a more personal experience compared to traditional phone calls or email exchanges. This visual connection helps build trust, rapport, and a stronger client-advisor relationship.
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Invo Video Banking allows customers to engage in a face-to-face interaction with a knowledgeable representative at your institution who can provide personalized assistance in managing their accounts. Whether it's addressing account-specific queries, discussing investment options, or explaining banking services, the representative can offer tailored guidance to meet individual financial goals.
of banks and credit unions that offer video banking say that sale close rates are better than other channels.
77%
of banks and credit unions that offer video banking report that NPS scores better, than other channels.
97%
of customers prefer to interact with a person face-to-face to discuss more in-depth financial topics.
70%
“Invo video banking allows us to utilize a centralized staff to service all of your locations.”
BluCurrent Credit Union optimizes staff resources and resolves hiring challenges by implementing our video banking tools across all locations.
Customize Your Customer Experience
As your customer awaits an agent, ad campaigns can showcase ongoing deals and exclusive events hosted by your financial institution. These visuals can be easily managed by you.
Once the call concludes, customers can be prompted with a concise survey, enabling them to provide feedback, allowing your institution to gather reporting information.
Dynamic Integrations
Unlock the full potential of digital customer service with our integrated video banking tool. Seamlessly combining our Co-Browsing and Document Capture tools, our solution
customers to complete transactions, sign documents, and engage in real-time communication. Opt to swap methods of communication seamlessly within a single session.
Free eBook
Customer Satisfaction in a Digital World
✓ Learn how to overcome hiring & staffing struggles with digital tools.
✓ Discover solutions that deliver seamless on-screen experiences that are proven to cut wait times in half.
✓ Find out why features like Co-Browsing increase customer satisfaction
Have Questions?
Schedule a time to chat with our Solutions Consultant and find out how Invo can help. Our discovery calls are consultative, not salesy, because we want you to succeed.
Hope Solomon
Solutions Consultant