Video Banking
by Coconut Software · Digital banking · Saskatoon, Canada
Embedded secure video meetings with advisors
What Video Banking does
- Electronic signature capture
What Video Banking is used for
- Hold remote video appointments with clients
- Share screens and mark up documents
- Collect e-signatures during video calls
- Capture client identification for compliance
- Record appointments and generate transcripts
Who Video Banking is for
- Banks
- Mutuals and credit unions
- Wealth and investment managers
About Coconut Software
Appointment scheduling, lobby management, video banking and branch workforce software for banks.
Coconut Software in the vendor registry: its products, features and similar vendors.
Also by Coconut Software
- Appointment Scheduling: Client booking with calendar sync and reminders
- Lobby Management: Branch queue management to reduce wait times
- Workforce Management: Demand forecasting and staff scheduling for branches
- Meet on Demand: Instant connection of customers with available advisors
- Reporting & Analytics: Branch performance metrics and insights
More in this category: Digital banking platforms.
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