Your Starting Point for a Digital Communications Platform

HOW IT WORKS

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Step 1: The customer calls their Financial Institution (FI) or logs on to its app or website, where they’re met with a menu of options.
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Step 2: From there, they can access varying levels of assistance based on their needs. The customer can choose to be assisted by a VFA*, a call center agent, or even a product expert (based on the FI’s choices for implementation).

*VFA is an optional feature, sold seperately

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Step 3: If the customer is working with a VFA* and needs a higher level of support, they can be instantly elevated to meet with an in-branch specialist over video.

*VFA is an optional feature, sold seperately

POPwelcome FEATURES:

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In-Application Cobrowse

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Cobrowse Initiated with Code from Website

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Virtual Financial Assistant Available (Optional)

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Text Chat with Web Guidance

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Voice Chat with Web Guidance (Cobrowse)

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Video Chat with Web Guidance (Cobrowse)

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Team & Skill Based Routing

WITH POPwelcome, YOU'LL GET:

  • Web & in-application cobrowse
  • Chat, audio, or audio/video interactions
  • Team & skill-based routing
  • Mobile browser enabled
  • Virtual Financial Assistant Integration assists in serving customers, freeing up your staff*

*VFA is an optional feature, sold seperately

"Time is one of our most precious resources, and this tool will allow our customers to manage and use their time more effectively. They can now hop on a call and resolve their banking needs in just a few minutes."

Donna DriscollVP Branch Administrator, Main Street Bank

Ready to start helping your customers quickly find the level of service appropriate for their needs?

LET’S TALK