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

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

LET’S TALK