Video & voice
Talk it through with your financial clients
Schedule secure and flexible calls with your clients – or jump on ad-hoc.
Flexible call solution
Connect instantly or schedule with ease – ensuring clients and advisors always have the right channel at the right time.
Instant chat-to-call transitions
Seamlessly switch from chat to voice or video conference with a single click for a more personal and efficient engagement.
Seamless integrations
Simplify scheduling with out-of-the-box integrations for Outlook, Teams, and Google Calendar.
Customer appointment booking
Let clients schedule calls directly from your website, mobile app, or via the AI Virtual Agent.
AI-powered support
Enhance efficiency, improve accessibility, and automate workflows for a seamless client experience.
Automate routine tasks
Generate detailed call transcripts and smart meeting notes, summarizing key points for easy reference.
Break down language barriers
Enable live captions and real-time translations to ensure smooth and inclusive communication, supporting over 30 different languages.
Agendas and reminders
Automate video meeting preparation with AI-generated agendas, outstanding action points, and personalized follow ups.
Enhanced call experience
Deliver high-quality, interactive video calls with modern tools designed for engagement.
Consistent branding
Allow clients to join calls and virtual meetings in an interface that fully aligns with your branding – whether on your website, client portal, or mobile app.
Modern conferencing features
Intuitive video call experience with background blurring, virtual backgrounds, and phone dial-in options.
The most complete suite of collaboration capabilities
Elevate collaboration with Document Sharing, Co-Browsing, Whiteboarding, and more to create impactful experiences.
Compliance at the core
Ensure security settings, privacy, and regulatory standards for compliance with every interaction.
Customizable recording options
Manually start meeting recordings or set them to begin automatically. Securely store all interactions – text, voice, and collaboration – to meet regulations like GDPR and MiFID II.
Post-call transcripts
Full call transcripts are available during and after conversations, ensuring accurate records for compliance while following security measures.
Native solution or ACS
Fully native, without reliance on external or cross-border components. Alternatively, ACS can be used independently from MS Teams or alongside it.
Customer identification
Verify clients using e-banking or wealth portal authentication, with instant confirmation on the Agent Desk for robust access control.
