Connect From Anywhere
Speak to An ExpertEngage with your customers or members in-branch, over the phone, or through video from anywhere.
Face-to-Face From Your Own Space
Compatible with major video conferencing services, customers, prospects and members can schedule a phone or video meeting with staff quickly and easily from the comfort of their own homes, without downloading additional software or setting up accounts.
Don’t Miss A Thing
Whether working in-branch or remotely, staff members are informed about how the customer or member prefers to meet for the appointment via email and in the platform dashboard.
Accommodating Complex Services
Not all services can be handled remotely – select which services are offered via phone and video, and which require an in-branch visit. Organize your branch by controlling appointment and arrival times in order to keep staff and visitors comfortable.
No Video? No Problem
Not everyone can (or wants to) meet on video which is why we support phone meetings. Your customers and members enter the number they want to be reached at and your staff call them back at the scheduled time.
