Financial Services

Video Chat Solutions for Financial Services

Everything You Need For The Video Banking Journey

Video Banking Solutions for Today's Digital Customer

The rise of online and digital-only banks have been keeping financial service executives up at night. Over $25B has been invested over the last four years in Fintech banks. Each day, more and more Gen Z and Millennials are making financial decisions. While these demographics are mobile native generations, all generations have increased their use of mobile banking. Interactions made using a desktop will decrease by 63% between 2017 and 2022. With mobile banking increasing, the number of physical visits to the branch has decreased across all demographics. While the average number of branch visits today varies by household, it has historically averaged 8 visits per year. By 2022, the average number of visits will shrink to only three per year.

The advancements in video banking software and mobile banking adoption have already led to 9100 branches in Europe closing in 2016. While traditional brick and mortar banks will never 100% go away, the footprint, the number of employees and bank transactions will change.

The banking relationship is changing and the consumer is driving the experience. Branchless banks are acquiring customers in mass numbers. Without the cost of physical locations, they can offer better pricing and technology due to unconstrained legacy technology and thinking.
Traditional banks have been centralizing functions such as mortgage, auto loan, wealth management, and credit cards for years. Video chat solutions for financial services companies to not only connect to centralized specialty areas “branch to branch” it allows consumers to connect from home to the right resource, at the right time.

How do traditional brick and mortar banks and financial institutions acquire new customers and retain them? Consumers are all about convenience and technology. The new socially A-D-D consumer is not comparing their customer experience across banks, they are comparing it with every experience they have with brands.

Implementing video banking solutions for today’s digital customer is a win-win for them and the financial institution. Video banking software allows banks to still get the “face to face” time with the customers or prospects while providing the convenience the consumer is demanding.

Video banking software allows for the highest convenience and engagement while being the lowest cost to implement.

Banking Hybrid Model

Video Chat Banking Physical Branches


Centralized specialty resources or branch distribution

  • Square Feet
  • Number of Locations
  • Number of Branch Employees
Video Chat Banking Branch Interior


Tablets for basic transactions
Greeting station

  • Remote video to specialized experts in other branches or central location
  • Employees set up for video banking
Video Chat Banking Customer


  • Mobile APP banking
  • Mobile video banking connecting to branch and central location
  • Video banking from ATM using consumers’ device




Increase branch reach in acquiring and servicing more customers. Increase wallet share to have more time with customers when they aren’t in branch “rush” mode to talk products and services.



Provide the increased level of virtual hand-holding required for high touch loan products.



Create more touch points, education, and proactive communications.



Provide a higher level of customer experience with a video business banker at your fingertips throughout the changing needs in a business owners journey.



Create memorable face to face virtual interactions to build relationships in a highly competitive market.

Video Chat Hiring and Recruiting


Increase clarity and communication to visualize body language. Hire smarter and faster while reducing cost to hire.

Sales Sheet


Industry Stats

Get a live demo of our video chat solutions and personalized use cases for your business.

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