The Easiest Way to Connect Product Experts to the People They Serve

HOW IT WORKS

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Step 1: A customer contacts their financial institution expressing interest in a specific financial product. While messaging or speaking with their financial institution on the phone, the customer is sent a link, which they can use to initiate a video call with an expert.
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Step 2: Using collaborative video, they connect with the appropriate specialist for their needs.
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Step 3: With the help of E-sign, Document Exchange, and useful features like POPnotary,* the customer can complete detailed processes like loan applications–from start to finish–and without having to visit a branch.

*POPnotary is an optional feature

POPexpert FEATURES:

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In-Application Cobrowse

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Video Chat with Web Guidance (Cobrowse)

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Team & Skill Based Routing

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Personalized Expert Contact Links

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Expert Scheduled Meetings (Optional 3rd Party Integrations)

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Product Selection & Consultation

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Wealth Consultants

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Complex Product Closing (Optional - Virtual Notary Service)

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Complete Loan Applications with Document Collection & eSign

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Complete Account Applications with Document Collection & eSign

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Account Funding (Optional - Video Check Deposit)

WITH POPexpert, YOU'LL GET:

  • Cobrowse, E-sign, Document Exchange, Video Check Deposit, and other comprehensive features
  • The ability to complete signings and close loans with remote experts
  • Team & skill-based routing
  • Personalized expert contact links
  • New operational efficiencies with ability to use centralized staffing model
Side view of man sitting on couch using phone

Ready to start connecting product experts to the people they serve?

LET’S TALK