For account holders
Talk it through with a person
Ask questions, explore options, and get personal guidance without meeting at a branch.
Features > Video banking
Face to face. Wherever life happens.
Bring face-to-face guidance into live chat or authenticated messaging. Account holders accept the invitation and join right in the conversation, with nothing to install.
Add face-to-face support to live chat or authenticated messaging.
Account holders accept the invitation and connect. Nothing to install.
Send messages while the video conversation continues.
Pair video with consent-based co-browsing when enabled.
Automatically generate a transcript after the call ends.
Review video activity, session timing, and duration.
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An employee invites the account holder to video from live chat or authenticated messaging
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The account holder accepts with one click, without leaving the chat experience
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The conversation continues face to face, with messaging still available
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After the call, the employee is notified when the transcript is ready
For employees
Bring more clarity to the conversation
Use face-to-face discussion and in-session messaging to explain details. Configure virtual backgrounds for a consistent presentation.
For managers
See how video supports your service
Review session activity and duration to understand how your team uses video banking.
Guide account holders on screen during a consent-based session, alongside the video conversation.
Pair face-to-face support with signed-in messaging for account-specific needs and an ongoing relationship.
Include the completed video transcript when generating a conversation summary and in the broader Conversation Transcript.
Control which employees can initiate video through configured permissions.
Request the account holder’s permission before beginning on-screen guidance.
Support digital service within Agent IQ’s SOC 2 Type II control environment.
