The Easiest Way to Connect Product Experts to the People They Serve
HOW IT WORKS
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.
Step 2: Using collaborative video, they connect with the appropriate specialist for their needs.
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
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