The Easiest Way to Connect Product Experts to the People They Serve
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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:
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](https://www.popio.com/ftnewadmin/wp-content/uploads/2022/09/iStock-1322921367-scaled.jpg)
Ready to start connecting product experts to the people they serve?