PocketBranch

iPhone / Finance

It is a complete set of business and technological tools with methodology that allows the company to launch a new contact center for their customers. It provides tools that will improve customer service and sales processes.

Base functionalities:
• Text / audio / video chat with an advisor - ability to make a call between the client and the advisor,
• Presenting marketing materials during a conversation – displaying marketing materials during a video call or in the context of a conversation during text chat,
• Customer identification - receiving information about logged in customer at the time of connection. It consists of customer data, device data and information about the assumed topic of conversation,
• Quick response templates - predefined text phrases(questions and answers) with quick responses for the convenience of the customers,
• During call authentication – additional authenticating/authorization the customer in mobile banking app and web during the session,
• Sending different types of documents from the advisor to the client,
• Displaying current advertisements during the waiting time before the connection.

Quoi de neuf dans la dernière version ?

New features:
- Multi chat
- Appointments
- Call from Advisor
- Minor bug fixes